Can a bypass trust own and operate a family retreat property?
Absolutely, a bypass trust, also known as a B trust, can indeed own and operate a family retreat property, offering …
Point Loma Estate Planning Law
Can I cap total estate administrative costs over time?
Estate administrative costs, encompassing everything from legal fees and executor compensation to court filings and appraisal costs, can indeed be …
Can I assign successors to pets in a pet trust?
The question of ensuring the continued care of our beloved animal companions after our passing is becoming increasingly common, and …
Can I name a guardian for my children in my will?
Yes, you can designate a guardian for your minor children within your will, but it’s not quite as straightforward as …
Can I require background checks for potential spouses of beneficiaries?
The question of whether you can require background checks for potential spouses of beneficiaries is a complex one, deeply rooted …
Can the income payments from the CRT be deferred?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …
Can the CRT support legacy documentation programs like oral histories?
Community Resource Trusts (CRTs), increasingly popular in estate planning thanks to attorneys like Ted Cook in San Diego, are designed …
Can the CRT remainder be required to support free public programming?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can the CRT income payments be distributed unequally among beneficiaries?
The question of whether income payments from a Charitable Remainder Trust (CRT) can be distributed unequally among beneficiaries is a …
Can the CRT include an ethical review board for the trustee?
Community Reinvestment Trusts (CRTs) are increasingly sophisticated vehicles for charitable giving and impact investing, moving beyond simple philanthropic donations to …