Can I provide guidance on how trustees invest on behalf of minor beneficiaries?
As an estate planning attorney in San Diego, I frequently encounter questions about managing assets for minor beneficiaries. Trustees have …
Point Loma Estate Planning Law
Can a trust be limited to distributions from trust income only?
Yes, a trust can absolutely be structured to limit distributions solely to the income it generates, rather than dipping into …
Can I create rotating trustee roles with shared fiduciary duties?
The concept of rotating trustee roles with shared fiduciary duties is intriguing, and while legally permissible in California, it demands …
Can I assign different trustees to different asset classes?
The question of whether you can assign different trustees to different asset classes is a common one in estate planning, …
Can I establish heirship qualifications through behavior tracking?
The question of establishing heirship qualifications through behavior tracking is a complex one, steeped in legal tradition and increasingly challenged …
Can a CRT hold real property under a conservation easement?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can a CRT give preference to women-led or minority-led charities?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can a CRT fund a literary prize named after my family?
Community Revocable Trusts (CRTs) are versatile estate planning tools, and the question of whether one can fund a literary prize …
Can a CRT cover expenses related to dissolving a private foundation?
The question of whether a Charitable Remainder Trust (CRT) can cover expenses related to dissolving a private foundation is complex, …
Can a CRT be used to support research into rare diseases?
Community Reinvestment Trusts (CRTs), while often associated with affordable housing and community development, possess a flexible structure that *can* be …