Can I leave separate instructions for each type of asset I own?
The question of whether you can leave separate instructions for each type of asset you own is a common one …
Point Loma Estate Planning Law
Can I structure an estate plan to benefit both family and charity?
Absolutely, structuring an estate plan to benefit both family and cherished charities is not only possible, but increasingly common, reflecting …
Can I restrict how a CRT’s remainder is used geographically or demographically?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I convert an existing irrevocable trust into a CRT?
The question of whether one can convert an existing irrevocable trust into a Charitable Remainder Trust (CRT) is complex, but …
Can I freeze distributions during criminal investigations?
The question of whether distributions from a trust or estate can be frozen during a criminal investigation is complex and …
Should I Store My Trust With an Attorney or At Home?
The question of where to store your trust documents – with an attorney or at home – is a surprisingly …
Should I Include Trust Reviews in My Financial Planning Schedule?
Integrating trust reviews into your comprehensive financial planning isn’t just prudent—it’s often essential for safeguarding your assets and ensuring your …
Is there a waiting period before a testamentary trust becomes active?
Testamentary trusts, established within a will, offer a powerful way to manage and distribute assets after someone’s passing, but the …
Is disinheriting someone in a trust more secure than a will?
The question of whether disinheriting someone via a trust is “more secure” than doing so in a will is a …
Is a testamentary trust revocable or irrevocable?
The question of whether a testamentary trust is revocable or irrevocable is a common one for individuals considering estate planning, …