Can a CRT be used to offset income spikes from selling rental property?
Charitable Remainder Trusts (CRTs) can be a sophisticated tool to potentially offset income spikes resulting from the sale of rental …
Point Loma Estate Planning Law
Can I mandate tech-free retreats funded by the trust?
The idea of using trust funds to mandate tech-free retreats for beneficiaries is an intriguing one, raising questions about the …
Can a bypass trust be dissolved early if no longer needed?
Bypass trusts, also known as credit shelter trusts, are powerful estate planning tools designed to utilize the federal estate tax …
Can I include a clause that provides heirs with mental health support?
The question of providing for the mental wellbeing of heirs within an estate plan is gaining traction as awareness of …
Can funds be allocated to maintain burial sites or cultural landmarks?
Yes, funds absolutely can, and often are, allocated to maintain burial sites and cultural landmarks, a practice deeply rooted in …
Can Medicaid access my irrevocable trust assets?
The question of whether Medicaid can access assets held within an irrevocable trust is a complex one, and the answer …
Can I write a “final wishes” memo to go with my trust?
The question of whether you can—and should—write a “final wishes” memo to accompany your trust is a common one for …
Can I use the trust to reward long-term behavior?
The concept of utilizing a trust to incentivize and reward sustained, positive behavior is surprisingly common, particularly within estate planning …
Can I use the trust to fulfill philanthropic goals after death?
The question of utilizing a trust for post-mortem philanthropic endeavors is increasingly common, and thankfully, the answer is a resounding …
Can I use the estate to cover training for nonprofit board participation?
The question of utilizing estate assets to fund training for nonprofit board participation is a nuanced one, deeply rooted in …