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 …
Point Loma Estate Planning Law
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, …
Can I exclude individuals from receiving benefits if they contest the trust?
The question of excluding beneficiaries who contest a trust is a frequent concern for trust creators, often addressed proactively during …