Can I set up a charitable remainder trust as part of a divorce settlement?
Divorce proceedings often involve complex asset division, and increasingly, sophisticated tools like charitable remainder trusts (CRTs) are being considered, though …
Point Loma Estate Planning Law
Can I link inheritance to child-rearing practices or family engagement?
The question of whether inheritance should be linked to child-rearing practices or family engagement is complex, navigating the delicate balance …
Can a bypass trust be funded through a post-nuptial agreement?
The question of whether a bypass trust can be funded through a post-nuptial agreement is complex, but generally, yes, it …
Can the CRT’s assets be held in trust with another financial institution?
Charitable Remainder Trusts (CRTs) offer a compelling way to benefit charity while providing income to the grantor. While many assume …
Can I set timelines for reinvestment of passive income?
As an estate planning attorney in San Diego, I frequently encounter clients interested in maximizing their wealth transfer, and a …
Can testamentary trusts be used to hold equity in private startups?
The question of whether testamentary trusts can effectively hold equity in private startups is becoming increasingly common as wealth creation …
Can my trust receive money from a life insurance payout?
The question of whether a trust can receive funds from a life insurance payout is a very common one, particularly …
Can my trust be sued?
The question of whether a trust can be sued is a common one for individuals establishing or maintaining trusts in …
Can my estate plan support non-traditional education paths?
The traditional image of estate planning often centers around providing for beneficiaries through college or vocational schools. However, modern education …
Can my estate plan allow for emergency distributions outside of normal terms?
Estate planning, while often perceived as a rigid structure for distributing assets after one’s passing, possesses a surprising degree of …