What happens to the trust if the will is invalid?
The interplay between a will and a trust can be complex, but generally, the invalidity of a will doesn’t automatically …
Can I require beneficiaries to work in the family business?
The question of whether you can require beneficiaries to work in the family business as a condition of receiving inheritance …
Can a special needs trust include expenses for grief counseling?
Absolutely, a special needs trust can, and often *should*, include expenses for grief counseling, recognizing the significant emotional impact loss …
Can I direct proceeds to specific political causes?
The question of whether you can direct proceeds from your estate to specific political causes is a complex one, deeply …
Can I offset gift tax obligations by using a CRT structure?
Charitable Remainder Trusts (CRTs) offer a sophisticated strategy to potentially reduce gift tax liability while simultaneously providing income to the …
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 …
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 …