Can the trust reimburse the surviving spouse for expenses?
The question of whether a trust can reimburse a surviving spouse for expenses is a common one in estate planning, …
Point Loma Estate Planning Law
Can a trust sponsor beneficiaries for immigration applications?
The question of whether a trust can sponsor beneficiaries for immigration applications is complex, and the answer is generally no, …
Can I designate one heir to manage real estate while others receive income?
Absolutely, it is a common and often advantageous estate planning strategy to designate one heir to manage real estate while …
Can the trust fund certifications in ethics or sustainability?
The intersection of trust funds, ethical considerations, and sustainability is a growing field, driven by a desire for responsible wealth …
Can I include trigger provisions for major medical diagnoses?
The question of whether to include trigger provisions based on major medical diagnoses within a trust is a complex one, …
Can I create a legacy letter as part of my estate plan?
The question of incorporating a legacy letter into an estate plan is increasingly common, reflecting a desire for more than …
Can I create a CRT to support cultural preservation initiatives?
The question of utilizing a Charitable Remainder Trust (CRT) to fund cultural preservation initiatives is a compelling one, increasingly relevant …
Can I create a charitable foundation through estate planning?
The prospect of leaving a lasting legacy extends beyond simply distributing assets to loved ones; many individuals desire to support …
Can I coordinate a bypass trust with my business succession plan?
The intersection of bypass trusts and business succession planning is a critical area for business owners seeking to protect assets, …
Can I condition housing benefits on employment or education status?
The question of whether housing benefits can be conditioned on employment or education status is complex, rooted in federal regulations …