Can a charitable remainder trust pay income to my grandchildren?
A charitable remainder trust (CRT) is a powerful estate planning tool that allows you to donate assets to charity while …
Point Loma Estate Planning Law
How does an irrevocable trust differ from a revocable trust?
The core distinction between an irrevocable trust and a revocable trust lies in the grantor’s control after the trust is …
Can a trust take out a loan or mortgage?
Yes, a trust can indeed take out a loan or mortgage, but it’s not as straightforward as an individual applying. …
Is a testamentary trust revocable or irrevocable?
A testamentary trust, created within a will, presents a unique situation regarding its revocability—it’s neither immediately revocable nor entirely irrevocable …
How do I ensure my testamentary trust is enforceable?
A testamentary trust, established within a will, offers a powerful tool for managing assets after your passing, but its enforceability …
Can I add a clause requiring transparency from the trustee in all transactions?
The question of trustee transparency is paramount when establishing a trust, particularly in California where trust law is meticulously defined. …
Can funds be allocated to maintain burial sites or cultural landmarks?
The question of allocating trust funds towards the upkeep of burial sites and cultural landmarks is a surprisingly common one …
Can estate planning minimize exposure to estate recovery programs?
The question of whether estate planning can minimize exposure to estate recovery programs is a critical one for many individuals, …
Can estate planning help me plan for future remarriage scenarios?
Estate planning is often viewed through the lens of current family structures, but it’s crucial to consider how future life …
Can estate planning help me avoid probate?
Probate is often a misunderstood term, frequently conjuring images of lengthy, costly, and public court proceedings. In reality, probate is …