Can I include travel expense reimbursement for attending estate-related meetings?
The question of whether a trust can reimburse beneficiaries or trustees for travel expenses related to estate or trust meetings …
San Diego County
Can I include terms for investment diversification in the trust?
The question of incorporating investment diversification terms within a trust is paramount for anyone establishing an estate plan, especially here …
Can I include standards of conduct for representing the family name?
The question of preserving a family name and legacy is deeply woven into the fabric of estate planning, extending far …
Can I include royalties in a testamentary trust?
The question of whether royalties can be included within a testamentary trust is a common one for estate planning attorneys …
Can I include provisions for automatic income reduction after certain thresholds?
The question of incorporating automatic income reduction provisions within a trust – specifically, provisions that reduce distributions to a beneficiary …
Can I include portfolio rebalancing rules for long-term investments?
Estate planning, at its core, is about ensuring your assets are distributed according to your wishes, but a comprehensive plan …
Can I include out-of-state property in the trust?
The question of whether you can include out-of-state property within a trust is a remarkably common one for those beginning …