Can estate planning reduce my family’s tax burden?
Estate planning is often perceived as simply preparing for the inevitable, but a crucial, often overlooked, benefit is its potential …
Point Loma Estate Planning Law
Can a special needs trust pay for therapy or counseling?
Absolutely, a special needs trust can indeed pay for therapy or counseling, but it’s not quite as simple as writing …
Can I fund a bypass trust with life insurance proceeds?
Yes, you absolutely can fund a bypass trust—also known as an AB trust or credit shelter trust—with life insurance proceeds, …
Can I give my executor authority to donate unclaimed household property?
Navigating the complexities of estate administration often brings up questions about handling personal property, especially when dealing with items that …
Can I allocate different responsibilities to different trustees?
The question of whether you can allocate different responsibilities to different trustees is a common one, and the answer is …
Can a CRT be set up using a donor-advised fund intermediary?
The question of whether a Charitable Remainder Trust (CRT) can be established utilizing a donor-advised fund (DAF) as an intermediary …
Can a CRT be funded with real estate in an LLC?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT be dissolved if the charity misuses funds?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering tax benefits while supporting a chosen charity. However, the question …
Can a CRT be customized for philanthropic goals over multiple decades?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often utilized by individuals with substantial assets who desire to support …
Can a CRT allow reallocation of funds based on public need indexes?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their flexibility regarding reallocation of funds based on fluctuating public …