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Point Loma Estate Planning Law

Can I require public acknowledgment of the trust’s role in major expenses?

June 2, 2025 by admin

The question of requiring public acknowledgment of a trust’s involvement in major expenses is complex, blending legal considerations with practical …

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Can the CRT distribute assets to the charity before the trust term ends?

June 2, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to a charity while retaining an …

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Can a CRT remainder support a charitable mentorship program?

June 2, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …

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Can I defer taxes through a trust?

June 2, 2025 by admin

The question of whether you can defer taxes through a trust is complex, hinging on the type of trust established …

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Can a testamentary trust be used to support an aging sibling?

June 2, 2025 by admin

A testamentary trust is a powerful estate planning tool that *can* be effectively used to support an aging sibling, providing …

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Can I allow beneficiaries to waive their share in favor of others?

May 9, 2025 by admin

The question of whether beneficiaries can waive their share of a trust in favor of others is a common one …

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Can I allow a trustee to merge or split trusts for efficiency?

May 9, 2025 by admin

The question of whether a trustee can merge or split trusts for efficiency is a complex one, deeply rooted in …

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Can I allocate periodic review power to an outside advisory council?

May 9, 2025 by admin

The question of whether you can allocate periodic review power to an outside advisory council concerning your trust is complex, …

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Can I allocate funds for dental and vision expenses separately?

May 9, 2025 by admin

The question of allocating funds specifically for dental and vision expenses within a trust is a common one, particularly as …

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Can I allocate different levels of access to financial information among heirs?

May 9, 2025 by admin

The question of whether you can allocate different levels of access to financial information among heirs is a common one …

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