What happens if I move after creating a testamentary trust?
A testamentary trust, created within a will, doesn’t immediately spring into existence upon your death; rather, it’s established *after* the …
Point Loma Estate Planning Law
Can a testamentary trust hold separate property in a community property state?
Yes, a testamentary trust can indeed hold separate property even within a community property state like California, though careful planning …
Can a CRT be funded with personal property like collectibles or jewelry?
Charitable Remainder Trusts (CRTs) offer a fascinating avenue for charitable giving while simultaneously providing income to the donor, and the …
Can I cap the annual distribution from a high-yielding asset?
The question of capping annual distributions from a high-yielding asset, particularly within the realm of trusts and estate planning, is …
Can I include “clawback” provisions if a beneficiary misuses funds?
The question of whether you can include “clawback” provisions—allowing the recovery of distributed funds from a beneficiary due to misuse—is …
Can I use a CRT to enable charitable investment in social impact bonds?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I use a charitable remainder trust to provide for my children?
The question of whether a charitable remainder trust (CRT) can benefit your children is a common one, particularly for those …
Can I use a bypass trust to benefit my current spouse and children from a prior marriage?
The question of blending families and estate planning is remarkably common, and thankfully, bypass trusts – also known as ‘B’ …
Can I transfer rental contracts into a CRT as part of a real estate donation?
The question of whether you can transfer rental contracts as part of a real estate donation to a Charitable Remainder …
Can I tie trust distributions to generational carbon footprint goals?
The idea of linking trust distributions to environmental or, specifically, generational carbon footprint goals is a fascinating and increasingly relevant …