Can I use a testamentary trust to fulfill tithing or religious commitments?
A testamentary trust, created within a will, can absolutely be structured to fulfill ongoing tithing or religious commitments, offering a …
Point Loma Estate Planning Law
Can a CRT integrate digital dashboards for donor oversight?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, but increasingly, donors and their advisors are asking if these trusts …
Can the trust include protections from creditors of the beneficiaries?
Yes, a trust can absolutely be structured to include protections from the creditors of its beneficiaries, though the extent of …
Can the trust cover retraining for a mid-career job change?
The question of whether a trust can cover retraining for a mid-career job change is surprisingly common, particularly in today’s …
Who pays taxes on income from the trust?
Determining who pays taxes on income from a trust is a surprisingly complex question, heavily dependent on the *type* of …
Can I authorize the use of AI for future estate valuation?
The question of authorizing Artificial Intelligence (AI) for future estate valuation is rapidly gaining relevance as technology evolves. For decades, …
Can I authorize collective investment groups among heirs?
The question of authorizing collective investment groups among heirs, particularly within the framework of a trust established by a San …
Can I attach annual environmental reviews to property inheritance?
The question of attaching annual environmental reviews to property inheritance is increasingly relevant as environmental concerns grow and potential liabilities …
Can I assign responsibility to review the trust annually with a third party?
The question of whether you can assign responsibility for annual trust review to a third party is a common one …
Can I assign oversight committees for large asset acquisitions?
The question of assigning oversight committees for large asset acquisitions, particularly within the context of trust administration as practiced by …