Can I require mandatory financial education for beneficiaries of a bypass trust?
The question of whether to require mandatory financial education for beneficiaries of a bypass trust is gaining traction as estate …
Point Loma Estate Planning Law
Do testamentary trusts require a separate tax ID?
Testamentary trusts, created within a will and coming into effect after death, often necessitate a separate tax ID, though not …
Can I create a charitable remainder trust using a blended family plan?
The question of integrating a charitable remainder trust (CRT) within a blended family estate plan is complex, but absolutely achievable …
Can I include a clause for transition coaching after school completion?
The question of incorporating transition coaching into a trust, particularly one designed to provide for a beneficiary after a significant …
Can a testamentary trust prohibit certain types of spending altogether?
Yes, a testamentary trust absolutely can, and often does, prohibit certain types of spending altogether, providing the grantor clearly articulates …
Can a CRT be managed according to Sharia or religious finance principles?
Community Reinvestment Trusts (CRTs) represent a burgeoning area of impact investing, aiming to address societal needs alongside financial returns. The …
Can a CRT be funded by a family limited partnership?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Can a CRT be designed to include specific grantmaking instructions?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while receiving an …
Can a CRT be Challenged in Court by Heirs?
Complex trusts, like Charitable Remainder Trusts (CRTs), are powerful estate planning tools, but their intricacies can sometimes lead to disputes, …
Can a CRT accept donations from more than one individual?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering tax benefits to donors while supporting charitable causes. A frequent …