Can I assign someone to oversee creative works I’ve produced?
The question of assigning oversight of creative works after one’s passing is a crucial aspect of estate planning, particularly for …
Point Loma Estate Planning Law
Can I prohibit cash withdrawals from the trust altogether?
The question of whether you can completely prohibit cash withdrawals from a trust is a common one for estate planning …
Can a trust support faith-based counseling services?
The question of whether a trust can support faith-based counseling services is a complex one, deeply rooted in the principles …
Can the trust support participation in adaptive fashion design programs?
Establishing a trust allows for the thoughtful allocation of assets to benefit future generations, and increasingly, clients are interested in …
How does an irrevocable trust help with Medicaid planning?
An irrevocable trust is a powerful tool in Medicaid planning, allowing individuals to potentially qualify for benefits while preserving assets …
Can a CRT use offshore investments legally?
Complex trusts, like Charitable Remainder Trusts (CRTs), offer sophisticated estate planning tools, but their use of offshore investments necessitates careful …
Can a CRT Support Journalism Focused on Civic Engagement?
Community Reinvestment Trusts (CRTs), while typically associated with real estate and economic development, possess a surprising capacity to bolster journalism …
Can a CRT support capital campaigns of a specific charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to a charity while retaining …
Can a CRT require the charity to maintain a donor recognition plaque?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow donors to receive an income stream for a set …
Can a CRT remainder be earmarked for climate action programs?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income for a term of …