What is a trust protector in a special needs trust?
A trust protector in a special needs trust serves as a crucial safeguard, ensuring the trust remains aligned with the …
Point Loma Estate Planning Law
Can I delay the income start date from a CRT for tax planning purposes?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but the timing of income distribution is a critical component often …
Can I require financial counseling before distributions are made?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their beneficiaries are prepared to …
Can a trust fund a peer-reviewed evaluation of new therapies?
Yes, a trust can absolutely fund a peer-reviewed evaluation of new therapies, offering a powerful mechanism for philanthropic giving and …
What are examples of trustee misconduct?
Trustee misconduct represents a serious breach of fiduciary duty, potentially causing significant financial and emotional distress to beneficiaries. As an …
Can I create a bypass trust that adjusts distributions based on inflation indexes?
The question of whether you can create a bypass trust – also known as an AB trust – that adjusts …
Can I convert a CRT into a charitable lead trust if needs change?
The question of converting a Charitable Remainder Trust (CRT) into a Charitable Lead Trust (CLT) is a complex one, and …
Can I combine bypass trust terms with a generation-skipping trust structure?
The question of combining bypass trust terms with a generation-skipping trust (GST) structure is a sophisticated one often encountered by …
Can I choose how and when assets are distributed to heirs?
The question of controlling the distribution of assets to heirs is central to estate planning, and absolutely, you can exert …
Can I change the charitable remainder recipient if needed?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while receiving income for …