Can I designate financial responsibility mentors for younger heirs?
The question of guiding younger beneficiaries toward financial maturity is a common and incredibly insightful one for trust creators, especially …
Point Loma Estate Planning Law
Can I designate advisors to help the trustee?
The role of a trustee, while often a position of honor, carries significant responsibility and potential liability. Many individuals named …
Can I designate a media relations contact for a high-profile testamentary trust?
The question of designating a media relations contact for a high-profile testamentary trust is a fascinating intersection of estate planning, …
Can I designate a CPA to oversee annual tax filings for the trust?
Establishing a trust is a significant step in estate planning, and managing its ongoing tax responsibilities is crucial for long-term …
Can I delay the income start date from a CRT for tax planning purposes?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering both charitable giving opportunities and potential tax benefits. A common …
Can I delay distributions to adult children in a testamentary trust?
The question of delaying distributions to adult children within a testamentary trust is a common one for estate planning clients …