What if I have children from multiple marriages—how do I set that up?
Blending families is increasingly common, and with that comes the complexity of estate planning when children from multiple relationships are …
Point Loma Estate Planning Law
Can I use a CRT to endow an academic chair?
A Charitable Remainder Trust (CRT) can indeed be a powerful tool to endow an academic chair, offering a unique blend …
Can a CRT hold commodities or futures contracts?
Community Property Trusts (CRTs) in California, while versatile estate planning tools, present a nuanced situation when it comes to holding …
Can the trustee withhold distributions?
As an estate planning attorney in San Diego, I often encounter questions about the powers and responsibilities of a trustee, …
Can a bypass trust be funded through a living trust structure?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust, can absolutely be funded through …
Can the trust require mediation before any litigation?
The question of whether a trust can require mediation before any litigation is a crucial one for anyone establishing or …
Can the trust require a minimum waiting period before a major purchase?
The question of whether a trust can require a minimum waiting period before a major purchase is a frequently asked …
Can the trust reimburse expenses for conferences related to the beneficiary’s disability?
Navigating the complexities of special needs trusts requires careful consideration of permissible expenses. A frequent question arises regarding the reimbursement …
Can the trust provide startup capital for supported employment?
The question of whether a trust can provide startup capital for supported employment for a beneficiary is a common one …
Can the trust provide housing assistance for a beneficiary with special needs?
The question of whether a trust can provide housing assistance for a beneficiary with special needs is a common one …