Can I use a testamentary trust in combination with a revocable trust?
Absolutely, combining a testamentary trust with a revocable living trust is a sophisticated yet effective estate planning strategy employed by …
Point Loma Estate Planning Law
Can a testamentary trust support rehabilitation for an addicted beneficiary?
A testamentary trust, established through a will and taking effect after death, presents a unique set of considerations when dealing …
Can a special needs trust cover parental leave if a caregiver is a parent?
The question of whether a special needs trust (SNT) can cover parental leave for a caregiver who is also a …
Can I include educational resources with my estate materials?
As an estate planning attorney in San Diego, I frequently encounter clients who aren’t just seeking legal documents; they’re seeking …
Can a bypass trust benefit a child’s guardian in the event of both parents’ deaths?
The question of whether a bypass trust can benefit a child’s guardian following the death of both parents is a …
Can I use a DIY will service to create a testamentary trust?
The question of whether one can utilize a do-it-yourself (DIY) will service to establish a testamentary trust is complex and …
Can I use a CRT to provide income to a nonprofit organization temporarily?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools often utilized to provide income to individuals while ultimately benefiting a …
Can I use a CRT to establish a legacy grant program?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools often employed by individuals looking to make significant charitable donations while …
Can I use a CRT as a transition tool for social impact enterprises?
Community Reinvestment Trusts (CRTs) are increasingly being explored as innovative financial tools, particularly for social impact enterprises. Traditionally used to …
Can I use a bypass trust to manage royalties for multiple beneficiaries?
The question of utilizing a bypass trust for royalty management, especially when dealing with multiple beneficiaries, is a common one …