Can I restrict press or public exposure of heirs tied to the estate?
The question of shielding heirs from unwanted press or public scrutiny following a loved one’s passing is a growing concern, …
Point Loma Estate Planning Law
Can I stagger inheritance based on personal achievements?
The idea of linking inheritance to personal achievements, while seemingly unconventional, is increasingly discussed in estate planning circles and is …
Can I create a home repair fund for inherited properties?
Inheriting property is a significant event, often bringing with it a mix of excitement and responsibility, and a critical component …
Can a bypass trust provide income support for creative sabbaticals?
A bypass trust, also known as a Grantor Retained Income Trust (GRIT), can indeed be strategically structured to provide income …
How does a testamentary trust treat capital gains distributions?
A testamentary trust, created within a will and taking effect after death, handles capital gains distributions with specific considerations different …
Can a CRT be used as a planned giving vehicle in a corporate merger?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools frequently utilized for planned giving, allowing individuals to donate assets, receive …
Can a CRT be structured to adjust payout based on life expectancy reviews?
Complex trusts, like Charitable Remainder Trusts (CRTs), are powerful estate planning tools allowing individuals to donate assets to charity while …
Can a CRT be part of a philanthropic exit strategy for business founders?
For business founders contemplating an exit, a significant portion of their wealth is often tied up in the company itself. …
Can a CRT be funded by multiple people with proportional payouts?
Complex trusts, like Charitable Remainder Trusts (CRTs), offer sophisticated estate planning tools, and the question of multi-party funding with proportional …
Can a CRT be designed to comply with international philanthropic laws?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools enabling individuals to donate assets to charity while retaining an income …