Can I fund a charitable remainder trust with a business interest?
Yes, you can absolutely fund a Charitable Remainder Trust (CRT) with a business interest, such as stock in a privately …
Point Loma Estate Planning Law
Can I include a no-contest clause in a testamentary trust?
A no-contest clause, also known as an *in terrorem* clause, is a provision in a testamentary trust (created through a …
Can a special needs trust pay for online dating services tailored to people with disabilities?
The question of whether a special needs trust (SNT) can cover the costs of online dating services designed for individuals …
What are the annual reporting obligations for the trust?
Navigating the world of trusts can feel like charting unfamiliar waters, and one area often causing confusion for trustees is …
Can I allocate different percentages of my estate to different causes?
Absolutely, you can absolutely allocate different percentages of your estate to different causes, and this is a common practice in …
Do I have to retitle assets to the trust’s name?
The question of whether you need to retitle assets to your trust’s name is a cornerstone of successful estate planning, …
Can you create a trust in one state if your property is in another?
The question of whether you can establish a trust in one state while owning property in another is a frequent …
Can the trustee of a bypass trust also be a beneficiary?
The question of whether a trustee of a bypass trust can also be a beneficiary is a common one, and …
Can the trustee be changed?
The question of whether a trustee can be changed is a common one for individuals establishing or maintaining trusts in …
Can the trust support parental leave subsidies for younger beneficiaries?
The question of whether a trust can support parental leave subsidies for younger beneficiaries is a surprisingly complex one, deeply …