Can I require legacy projects (books, interviews, videos) as trust conditions?
The question of incorporating requirements for the completion or continuation of legacy projects—such as finishing a book, completing a series …
Point Loma Estate Planning Law
Can the trust be used to commission customized mobility aids?
The question of whether a trust can be used to commission customized mobility aids is a common one for Ted …
Can a bypass trust fund the construction of an ADU for caregiving relatives?
The question of whether a bypass trust can fund the construction of an Accessory Dwelling Unit (ADU) for caregiving relatives …
Can I use a CRT to fund a charitable remainder unitrust with a net income makeup provision (NIMCRUT)?
Yes, a Charitable Remainder Trust (CRT) can absolutely be used to fund a Charitable Remainder Unitrust (CRUT) with a Net …
Can I create multiple bypass trusts with different terms for each branch of the family?
The question of whether you can establish multiple bypass trusts, each tailored to a different branch of your family, is …
Can a CRT be integrated with a revocable living trust?
The integration of a Charitable Remainder Trust (CRT) with a Revocable Living Trust (RLT) is a sophisticated estate planning technique …
Can a CRT be dissolved if the beneficiary charity is no longer qualified?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income during their lifetime, and …
Can a CRT be designed to automatically dissolve under certain regulatory conditions?
Complex trusts, particularly Charitable Remainder Trusts (CRTs), are powerful estate planning tools, but the idea of one automatically dissolving due …
Can a CRT allow the donor to review grantmaking before termination?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a Creditor Garnish Income from a Trust?
The question of whether a creditor can garnish income from a trust is complex and heavily dependent on the type …