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 …
What’s the escalation process for trust attorney misconduct?
The air hung thick with tension in the cramped conference room. Sarah clutched her coffee mug, its warmth barely registering …
What tools can I use to fix problems with my estate planning attorney near by?
The phone slipped from my trembling hand, clattering onto the hardwood floor. My stomach churned with a sickening dread. “There’s …
How Can a Trust Protect My Assets?
The air in the room felt thick with tension as I sat across from my elderly neighbor, Mrs. Henderson. Her …
How do I find someone who specializes in probate or estate law?
The phone vibrated insistently on the bedside table, startling me awake. I fumbled for it, squinting at the caller ID: …