Can a testamentary trust be used to protect generational wealth?
A testamentary trust, established within a will, absolutely can be a powerful tool for safeguarding and growing wealth across generations, …
How do gift taxes interact with testamentary trust distributions?
The interplay between gift taxes and testamentary trust distributions is a complex area of estate planning, often misunderstood by individuals …
Can I set up a legacy donation through my estate?
Yes, you absolutely can set up a legacy donation through your estate, and it’s a remarkably impactful way to continue …
Can I make ecological restoration projects eligible for funding?
The question of funding ecological restoration projects is increasingly relevant as environmental concerns gain prominence, and fortunately, the answer is …
Can a CRT own high-yield municipal bonds?
Collateralized Retirement Trusts (CRTs) are increasingly popular estate planning tools, offering a unique blend of asset protection and potential tax …
Can I require my trustee to work with a specific law firm or advisor?
As a San Diego estate planning attorney, I often receive this question from clients creating trusts. The desire to control …
Can I set rules around how frequently beneficiaries can request funds?
Yes, absolutely you can, and often it’s a very wise decision to do so when establishing a trust, particularly for …
Can a parent set up a special needs trust for their child?
Absolutely, a parent can—and often should—set up a special needs trust for their child with disabilities, ensuring continued care and …
Can I require mediation for all trust disputes?
As an estate planning attorney in San Diego, I frequently encounter disputes among beneficiaries and trustees, and the question of …
Can I include a clause to permanently exclude certain individuals?
The question of whether you can permanently exclude certain individuals from your estate plan is a common one, and the …