Can I permit beneficiaries to contribute back to the trust corpus?
The question of allowing beneficiaries to contribute back to a trust corpus is surprisingly common, and the answer, as with …
Point Loma Estate Planning Law
Can I outline educational pathways or funding for non-traditional learning?
The landscape of education is rapidly evolving, moving beyond the traditional four-year college model. Many individuals are now seeking alternative …
Can I name different trustees for different types of assets?
The question of whether you can name different trustees for different types of assets within your estate plan is a …
Can I name an alternate successor trustee?
The question of whether you can name an alternate successor trustee is a common one for individuals establishing or updating …
Can I name a rotating board of advisors to review the CRT’s social impact?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, offering tax benefits while supporting chosen charities. While the primary focus …
Can I name a donor-advised fund as the remainder beneficiary?
The question of whether you can name a donor-advised fund (DAF) as the remainder beneficiary in your estate planning, specifically …