Can I add employment clauses to disbursement criteria?
The question of incorporating employment clauses into disbursement criteria within a trust or estate plan is a complex one, often …
Point Loma Estate Planning Law
Can the trust distribute income to an S corporation beneficiary?
The question of whether a trust can distribute income to an S corporation beneficiary is complex, deeply rooted in tax …
Can the trust cover mobile medical alert subscriptions?
As an estate planning attorney in San Diego, I frequently get questions about the scope of what a trust can …
What is the rule against perpetuities and how does it apply to trusts?
The Rule Against Perpetuities (RAP) is a notoriously complex legal principle, originating in English common law, designed to prevent property …
What is an irrevocable trust?
An irrevocable trust, in its simplest form, is a powerful estate planning tool where assets are transferred out of your …
Can the CRT include a grant review committee appointed by the donor?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can the CRT distribute assets to the charity before the trust term ends?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the CRT be combined with a qualified personal residence trust strategy?
The convergence of Charitable Remainder Trusts (CRTs) and Qualified Personal Residence Trusts (QPRTs) represents a sophisticated estate planning technique designed …
Can the bypass trust terminate early based on financial triggers?
The question of whether a bypass trust—a vital component of many estate plans designed to minimize estate taxes—can terminate early …
Can the bypass trust require succession training for future trustees?
The question of whether a bypass trust – also known as a credit shelter trust – can, and should, require …