Can I tie CRT distributions to a fixed timeline like every five years?
Credit Shelter Trusts, or CRT’s, are powerful estate planning tools designed to utilize the federal estate tax exemption while providing …
Point Loma Estate Planning Law
Can I tie access to funds to marital counseling before a second marriage?
The question of whether you can tie access to funds to marital counseling before a second marriage is complex, delving …
Can I support beneficiaries with disabilities beyond basic needs?
Planning for beneficiaries with disabilities requires a nuanced approach that extends far beyond simply covering their fundamental necessities. While ensuring …
Can I structure the trust to offer a beneficiary stipend for public service?
The question of incentivizing public service through trust structures is gaining traction as individuals increasingly seek to align their wealth …
Can I structure my estate to support both public and private educational institutions?
The question of dividing estate support between public and private educational institutions is a common one, particularly among philanthropically inclined …
Can I structure a sabbatical fund for public-interest work?
The idea of establishing a sabbatical fund specifically for public-interest work is gaining traction, particularly among those with significant assets …