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Point Loma Estate Planning Law

Can I fund a CRT with a vacation home that will be sold after my death?

May 10, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …

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Can I fund a charitable remainder trust with a business interest?

May 10, 2025 by admin

The question of whether you can fund a charitable remainder trust (CRT) with a business interest is a common one …

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Can I fund a beneficiary’s immigration or citizenship expenses?

May 10, 2025 by admin

The question of whether a grantor of a trust can fund a beneficiary’s immigration or citizenship expenses is a surprisingly …

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Can I exclude trust funds from being used in child custody disputes?

May 10, 2025 by admin

The question of whether trust funds can be excluded from child custody disputes is a complex one, deeply rooted in …

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Can I exclude individuals based on relationship status?

May 10, 2025 by admin

The question of whether you can exclude individuals from a trust based on their relationship status – specifically, whether being …

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Can I establish thresholds for net worth before reducing distributions?

May 9, 2025 by admin

The question of whether you can establish thresholds for net worth before reducing distributions from a trust is a common …

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  • Point Loma Estate Planning Law
  • San Diego County
  • Temecula Estate Law

Recent Posts

  • Can I include a “use it or lose it” clause in my trust?
  • Can I include a spendthrift clause in a testamentary trust?
  • Can I include a no-conflict-of-interest policy in the trust’s governance?

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