Can I establish a private family credit rating monitored by the trustee?
The concept of establishing a “private family credit rating” monitored by a trustee is an innovative, though complex, idea within …
Point Loma Estate Planning Law
What happens if trust terms conflict with the state’s inheritance laws?
Navigating the intricacies of estate planning can feel like charting a complex course, and a common question arises when trust …
Can I put my digital life (email, photos, etc.) into a trust?
The question of including digital assets – your emails, photos, social media accounts, cryptocurrency, and other online data – within …
Can I include milestones in a special needs trust to encourage independence?
Absolutely, incorporating milestones into a special needs trust is not only permissible but is often a highly effective strategy to …
Can I use a trust to encourage long-term holding of family land?
The question of preserving family land for future generations is a deeply emotional one, and increasingly complex given rising property …
Can a CRT work in tandem with a succession plan for nonprofit leadership?
The interplay between Charitable Remainder Trusts (CRTs) and succession planning for nonprofit leadership is a sophisticated, yet highly effective, strategy …
Can a CRT support refugee resettlement initiatives?
Community Revocable Trusts (CRTs), while often associated with estate planning for family, possess a surprising flexibility that extends to philanthropic …
Can a CRT Support Community Advisory Panels to Oversee Funds?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT serve as a buffer between business wind-down and legacy giving?
The question of whether a Charitable Remainder Trust (CRT) can effectively serve as a buffer between business wind-down and legacy …
Can a CRT remainder fund be split between operations and endowment?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving income for …