What is a discretionary testamentary trust?
A discretionary testamentary trust is a powerful estate planning tool created within a will, allowing a trustee to distribute assets …
Point Loma Estate Planning Law
Can I use estate planning to support multi-generational caregiving?
The increasing prevalence of multi-generational households, where grandparents, parents, and children live under one roof, presents unique financial and logistical …
Is trustee compensation tax-deductible?
Serving as a trustee is a significant responsibility, demanding time, skill, and dedication. While often a labor of love, especially …
What are the trustee’s duties and responsibilities?
Serving as a trustee is a significant undertaking, demanding a thorough understanding of legal obligations and a commitment to acting …
Can an irrevocable trust hold a safe deposit box?
The question of whether an irrevocable trust can hold a safe deposit box is a common one, and the answer …
Can a CRT fund transitional housing for veterans?
Community Reinvestment Trusts (CRTs) are increasingly versatile tools in estate planning, moving beyond simple asset protection and charitable giving to …
Can a CRT fund a project-specific nonprofit fund rather than the general fund?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT distribute income in alternating years instead of annually?
The question of whether a Charitable Remainder Trust (CRT) can distribute income in alternating years, rather than adhering to a …
Can a CRT be used to support access to clean water projects?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often associated with supporting established charities like universities or hospitals. However, …
Can a CRT be used to contribute to a pooled income fund?
The intersection of Charitable Remainder Trusts (CRTs) and Pooled Income Funds (PIFs) is a sophisticated area of estate planning, frequently …