Can a trust shield my heirs from managing money too early?
The question of whether a trust can shield heirs from managing money prematurely is a common concern for parents and …
Can a trust distribute assets in-kind?
Yes, a trust can absolutely distribute assets in-kind, meaning assets other than cash, offering flexibility beyond simply liquidating everything and …
Can a CRT be structured to minimize Unrelated Business Income Tax (UBIT)?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income for a term of …
Can I include performance benchmarks for trust investments?
Trusts are essential tools for managing and distributing assets, ensuring your wishes are honored and your loved ones are protected, …
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 …
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 …
How Do Trusts Work?
The air hung heavy in the small courtroom, thick with anticipation. Maria clutched her worn handbag, knuckles white. Her brother …