Can a trust require quarterly financial planning check-ins?
The question of whether a trust can require quarterly financial planning check-ins is a resounding yes, and increasingly, it’s a …
Point Loma Estate Planning Law
Can a trust reimburse approved micro-loans made by relatives?
The question of whether a trust can reimburse approved micro-loans made by relatives is a common one, particularly as estate …
Can a trust provide periodic stipends for caregiver appreciation?
The question of whether a trust can provide periodic stipends for caregiver appreciation is a surprisingly common one, particularly as …
Can a trust provide forgivable loans for education?
The concept of utilizing a trust to provide forgivable loans for education is becoming increasingly popular, particularly as the cost …
Can a trust protector override the trustee?
The interplay between a trust protector and a trustee is a nuanced area of trust law, often causing confusion for …