What’s the difference between a land trust and a revocable trust?
Both land trusts and revocable trusts are estate planning tools used in San Diego, and throughout California, to manage assets …
Point Loma Estate Planning Law
Can a CRT ensure annual updates to the donor’s family on remainder usage?
A Charitable Remainder Trust (CRT) can absolutely be structured to provide annual updates to the donor’s family regarding the use …
Can I allocate separate funds for emergencies within the trust?
Absolutely, allocating separate funds for emergencies within a trust is a common and highly advisable estate planning strategy, offering both …
Can I use a testamentary trust to establish a business incubator for family?
A testamentary trust, established through a will, can indeed be a powerful tool for fostering entrepreneurship within a family, essentially …
Can I mandate the use of green building practices for trust-owned properties?
As a San Diego estate planning attorney, I often encounter clients with strong values regarding sustainability and environmental responsibility, and …
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 …
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 …