How do I leave money for a minor child?
Leaving assets to a minor child requires careful planning to ensure the funds are managed responsibly until they reach adulthood. …
Point Loma Estate Planning Law
Can I put my house in the trust?
Absolutely, transferring ownership of your house into a trust is a common and often advantageous strategy within estate planning, and …
Can I establish bonus tiers based on self-reported emotional well-being scores?
The idea of tying employee bonuses to self-reported emotional well-being scores, while seemingly innovative, presents a complex web of legal, …
Can I fund a bypass trust with jointly owned property?
The question of whether you can fund a bypass trust – also known as a credit shelter trust or an …
Can I require the trustee to consult with an advisor?
As an estate planning attorney in San Diego, I often encounter clients who, while establishing trusts, are concerned about ensuring …
Can a CRT be structured to pause income during certain years?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their flexibility isn’t unlimited. While a CRT is designed to …
Can a CRT be part of a blended charitable estate plan?
The integration of a Charitable Remainder Trust (CRT) into a blended estate plan—one involving children from previous relationships—requires careful consideration. …
Can a CRT be Funded with a Promissory Note?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering both tax benefits and income for the grantor—the person creating …
Can a CRT be designed to invest only in local economic development projects?
Community Reinvestment Trusts (CRTs) are increasingly popular tools for channeling philanthropic capital into socially responsible investments, but the question of …
Can a CRT be created entirely online?
The question of whether a Charitable Remainder Trust (CRT) can be created entirely online is increasingly relevant in our digitally …