Can a testamentary trust manage real estate?
Yes, a testamentary trust can absolutely manage real estate, providing a powerful tool for estate planning and ensuring a smooth …
Point Loma Estate Planning Law
Can I make access contingent on digital minimalism standards?
The question of whether to make access to estate planning benefits or trust distributions contingent on adhering to “digital minimalism” …
Can I leave property to a non-citizen in my trust?
Yes, you absolutely can leave property to a non-citizen in your trust, but it’s not quite as simple as naming …
Can a trust pay for ergonomic workstations at home or school?
The question of whether a trust can pay for ergonomic workstations, whether for a beneficiary’s home or school use, is …
Can the trust assist with long-term community housing affordability for heirs?
Trusts, while often associated with financial assets, can indeed be strategically designed to address the critical issue of long-term housing …
Can I fund a special needs trust with stocks or bonds?
The question of whether stocks and bonds can fund a special needs trust (SNT) is a common one for families …
Can I fund a CRT with royalties or licensing income?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Can I fund a CRT as a contingency plan within my succession strategy?
Succession planning is a critical component of wealth preservation, and Charitable Remainder Trusts (CRTs) can indeed play a role as …
Can I fund a bypass trust with business interests?
The question of whether you can fund a bypass trust—a crucial tool in estate planning designed to minimize estate taxes—with …
Can I Force the Sale of Specific Assets at Liquidation?
The question of whether you can force the sale of specific assets during the liquidation of a trust is complex, …