Can I require that heirs maintain dual citizenship to qualify for funds?
The question of whether you can stipulate dual citizenship as a requirement for inheriting funds within an estate plan is …
Point Loma Estate Planning Law
Can I create separate testamentary trusts for each of my children?
Yes, absolutely, you can create separate testamentary trusts for each of your children, and for many, it’s a highly strategic …
Can the trust provide support for learning entrepreneurial skills?
Absolutely, a thoughtfully structured trust can absolutely provide support for learning entrepreneurial skills, extending beyond simply financial distribution to actively …
Can I include business interests in a trust?
Yes, you absolutely can include business interests in a trust, and it’s a surprisingly common and often very advantageous estate …
Can I include provisions for inflation-adjusted income distributions?
The question of whether you can include provisions for inflation-adjusted income distributions within a trust is a common one for …
Can a CRT be structured to minimize Unrelated Business Income Tax (UBIT)?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income during their lifetime, and …
Can a CRT be leveraged to create matching challenges for public donors?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools often utilized for significant charitable giving, but their potential to fuel …
Can a CRT be divided into smaller trusts for individual beneficiaries?
Community Property Trusts (CRTs) are powerful estate planning tools in California, allowing married couples to maintain control of their assets …
Can a CRT be Created to Hold and Eventually Donate Patented Technology?
Charitable Remainder Trusts (CRTs) are versatile estate planning tools, but their application to complex assets like patented technology requires careful …
Can a CRT Avoid Probate?
The question of whether a Complex Trust (CRT) can avoid probate is a common one for those considering estate planning …