Can a CRT be part of a philanthropic exit strategy for business founders?
Charitable Remainder Trusts (CRTs) present a sophisticated yet effective tool for business founders contemplating an exit strategy that aligns financial …
Point Loma Estate Planning Law
Can a testamentary trust be used in estate equalization?
Absolutely, a testamentary trust can be a powerful tool in estate equalization, allowing for a more equitable distribution of assets …
Can a bypass trust be transitioned into a donor-advised fund upon termination?
The question of whether a bypass trust can be transitioned into a donor-advised fund (DAF) upon termination is complex and …
Can a bypass trust be funded solely with personal savings?
Absolutely, a bypass trust, also known as a credit shelter trust, can indeed be funded solely with personal savings, and …
Can I create a requirement for beneficiaries to mentor the next generation?
The idea of weaving philanthropic or personal development requirements into a trust, specifically requiring beneficiaries to engage in mentorship, is …
Can I build-in allowances for inflation-triggered rebalancing?
The question of incorporating inflation-triggered rebalancing into trust structures is becoming increasingly vital, especially in the current economic climate. Traditional …
Can I build in protections for mental health crises in my trust?
The question of incorporating protections for mental health crises within a trust is gaining increasing relevance as awareness of mental …
Can I build cryptocurrency portfolio restrictions into trust structure?
The increasing popularity of cryptocurrencies has led many to explore incorporating these assets into estate planning. A common question posed …
Can I Benchmark Trustee Performance?
The question of whether you can benchmark trustee performance is a crucial one for anyone involved with a trust, whether …
Can I avoid Medicaid payback with a third-party trust?
The question of avoiding Medicaid payback is a common concern for individuals and families planning for long-term care. Medicaid, while …