Can a CRT be used for long-term tax planning across generations?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …
Point Loma Estate Planning Law
Can I create impact milestones that trigger release of funds?
Yes, absolutely, establishing impact milestones that trigger the release of funds is a cornerstone of thoughtful estate planning, particularly when …
Can the trust assist with neighborhood integration resources?
Navigating the complexities of estate planning often extends beyond simply asset distribution; it can encompass a desire to ensure a …
Can I make my trust terminate after reaching a financial threshold?
The idea of a trust terminating upon reaching a specific financial threshold is certainly achievable, though it requires careful planning …
Can a bypass trust pay for long-term care expenses?
The question of whether a bypass trust can cover long-term care costs is a complex one, deeply intertwined with Medicaid …
Can I stagger inheritance over time?
The question of whether one can stagger inheritance over time is a common one for those planning their estate, and …
Can I specify who receives sentimental personal property?
Estate planning often focuses on significant assets like real estate and financial accounts, but the distribution of sentimental personal property …
Can I specify succession plans for family leadership roles in the trust?
The question of whether you can specify succession plans for family leadership roles within a trust is a common one …
Can I specify guidelines for charitable giving by the trust?
The question of directing charitable giving through a trust is a frequent one for Ted Cook, a Trust Attorney in …
Can I specify cultural or religious obligations in the terms of a testamentary trust?
The question of incorporating cultural or religious obligations into a testamentary trust, a trust created through a will, is a …