Can a special needs trust pay for caregiver transport services to appointments?
The question of whether a special needs trust (SNT) can cover caregiver transport to appointments is a common one, and …
Point Loma Estate Planning Law
Can a testamentary trust be created through a handwritten will?
Testamentary trusts, established within a will and taking effect after death, are a powerful estate planning tool, but their creation …
Can I fund legacy media or film documentation about family history?
Preserving family history through legacy media like film or detailed documentation is a wonderful idea, and yes, it absolutely can …
Can I use my estate plan to prevent asset dilution over generations?
The preservation of wealth across generations is a primary concern for many families, and a well-crafted estate plan is indeed …
What happens if a trustee dies or resigns?
The seamless operation of a trust hinges on a capable trustee, but what occurs when that individual is no longer …
Can the CRT hold agricultural land in trust for stewardship before sale?
The question of whether a Charitable Remainder Trust (CRT) can hold agricultural land in trust for stewardship purposes before eventual …
Can the CRT cover the costs of property insurance on trust-held assets?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but navigating their financial intricacies requires careful consideration. A frequent question …
Can the CRT allow for income reallocation to meet family care needs?
Complex family dynamics and the rising costs of care often necessitate creative financial planning. A Critical Retirement Trust (CRT), a …
Can the bypass trust support heirs pursuing entrepreneurial ventures?
The bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
Can the bypass trust require quarterly income reporting to the surviving spouse?
The question of whether a bypass trust—also known as a marital trust or an A-B trust—requires quarterly income reporting to …