Can I require public acknowledgment of the trust’s role in major expenses?
The question of requiring public acknowledgment of a trust’s involvement in major expenses is complex, blending legal considerations with practical …
Point Loma Estate Planning Law
Can the CRT distribute assets to the charity before the trust term ends?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to a charity while retaining an …
Can a CRT remainder support a charitable mentorship program?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I defer taxes through a trust?
The question of whether you can defer taxes through a trust is complex, hinging on the type of trust established …
Can a testamentary trust be used to support an aging sibling?
A testamentary trust is a powerful estate planning tool that *can* be effectively used to support an aging sibling, providing …
Can I allow beneficiaries to waive their share in favor of others?
The question of whether beneficiaries can waive their share of a trust in favor of others is a common one …
Can I allow a trustee to merge or split trusts for efficiency?
The question of whether a trustee can merge or split trusts for efficiency is a complex one, deeply rooted in …
Can I allocate periodic review power to an outside advisory council?
The question of whether you can allocate periodic review power to an outside advisory council concerning your trust is complex, …
Can I allocate funds for dental and vision expenses separately?
The question of allocating funds specifically for dental and vision expenses within a trust is a common one, particularly as …
Can I allocate different levels of access to financial information among heirs?
The question of whether you can allocate different levels of access to financial information among heirs is a common one …