Can the CRT remainder be required to support free public programming?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining income for …
Point Loma Estate Planning Law
Can I limit trust investments to companies that align with family values?
The question of aligning trust investments with family values is increasingly common, as beneficiaries seek to ensure their wealth is …
Can the trust be used to purchase carbon offsets annually?
Yes, a trust can absolutely be used to purchase carbon offsets annually, offering a unique avenue for individuals and families …
Can I create performance bonds for trustee responsibilities?
The question of whether performance bonds can be used for trustee responsibilities is a complex one, often debated within estate …
How does a testamentary trust work for single parents?
As a San Diego estate planning attorney, I frequently discuss testamentary trusts with single parents, and they represent a vital …
Can I create a pooled special needs trust?
The question of establishing a pooled special needs trust (PSNT) is a frequent one for families seeking to provide for …
Can I create a framework in the trust for future amendments by a trust protector?
The question of incorporating a mechanism for future amendments via a trust protector is a remarkably common one for individuals …
Can I create a CRT for my domestic partner?
The question of whether you can create a Community Revocable Trust (CRT) for your domestic partner in California, and specifically …
Can I create a bypass trust that benefits multiple generations?
The concept of a bypass trust, also known as a generation-skipping trust, is a powerful estate planning tool designed to …
Can I convert a revocable trust to an irrevocable trust?
The question of converting a revocable trust to an irrevocable one is a common one for estate planning clients of …