Can I assign real estate maintenance responsibilities to heirs?
The question of assigning real estate maintenance responsibilities to heirs before or after passing is a common one, and the …
Point Loma Estate Planning Law
Can I authorize drone or satellite monitoring of estate property?
The idea of utilizing modern technology like drones and satellites to oversee estate property is gaining traction, but the legal …
Can I require annual summaries of how the trust improved quality of life?
As an estate planning attorney in San Diego, I often encounter clients who desire more than just financial security for …
Can I require the trustee to invest in low-volatility portfolios?
As an estate planning attorney in San Diego, I frequently encounter clients understandably concerned about preserving wealth for their beneficiaries, …
Can I make distributions based on age brackets?
As an estate planning attorney in San Diego, I frequently encounter clients curious about the flexibility within their trusts, and …
Can a Living Trust Hold a Life Insurance Policy?
The question of whether a living trust can hold a life insurance policy is a common one for individuals engaging …
Can a CRT work in conjunction with a private foundation?
The interplay between Charitable Remainder Trusts (CRTs) and private foundations is a complex area of estate planning, but the short …
Can a CRT Support Mission-Related Investments Prior to Full Remainder Transfer?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining income for …
Can a CRT support different charities over time?
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 hedge against estate tax reform?
The question of whether a Charitable Remainder Trust (CRT) can effectively serve as a hedge against potential estate tax reform …