Can a CRT prohibit remainder use for endowment growth?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their structure and permissible uses are often subject to scrutiny, …
Can estate planning reduce the risk of conservatorship?
The potential for a conservatorship, a legal proceeding where a court appoints someone to manage another person’s financial affairs and/or …
Can I specify a succession plan for art collections?
Art collections, beyond their aesthetic value, represent significant financial and emotional investments, making a thoughtful succession plan crucial for their …
Can a testamentary trust hold franchise licenses?
A testamentary trust, created through a will and taking effect after death, presents a unique set of considerations when it …
Can the trust support legal guardianship transitions?
Navigating the complexities of legal guardianship, especially when coupled with estate planning through trusts, requires careful consideration and proactive planning; …
Can a CRT be used to contribute to a pooled income fund?
Certainly, a Charitable Remainder Trust (CRT) can indeed be used to contribute to a pooled income fund (PIF), creating a …
Can I enforce performance reviews for trustee responsibilities?
As an estate planning attorney in San Diego, I frequently encounter clients concerned about ensuring their chosen trustees fulfill their …
Can I create a trust for my spouse and me jointly?
Yes, absolutely you can create a trust jointly with your spouse, and in many cases, it’s a highly recommended estate …
Can a trust hold a reserve fund for market downturns?
Yes, a trust can absolutely hold a reserve fund to mitigate the impact of market downturns, and strategic planning for …
Who gets assigned to problems like estate planning disputes near me?
The dusty box sat in the corner of the attic, untouched for decades. Inside lay a jumbled collection of papers: …