Can I mandate professional investment of estate proceeds?
The question of whether you can mandate professional investment of estate proceeds is a common one, particularly for those concerned …
Point Loma Estate Planning Law
Can I use a charitable remainder trust to support a university or hospital?
A charitable remainder trust (CRT) is a powerful estate planning tool that allows individuals to support their favorite charities, like …
Can I allow benefits to skip one generation in certain cases?
The question of whether benefits can skip a generation is a common one for families considering estate planning, and the …
Can a corporate trustee be replaced?
The question of whether a corporate trustee can be replaced is a common one, and the answer, as with many …
Can a CRT allow reallocation of funds based on public need indexes?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools designed to provide income to a non-charitable beneficiary for a specified …
Can estate planning allow for asset division based on asset performance?
The traditional view of estate planning focuses on dividing assets equally or according to predetermined percentages among beneficiaries. However, a …
Can estate planning accommodate non-citizen spouses?
Estate planning for families with non-citizen spouses presents unique challenges, but it’s absolutely possible—and crucial—to do it effectively. Traditional estate …
Can beneficiaries sue each other over a testamentary trust?
Testamentary trusts, established through a will and taking effect after death, are powerful estate planning tools. However, the potential for …
Can assets be added to the trust later?
The question of whether assets can be added to a trust after its initial creation is a common one, and …
Can an irrevocable trust own annuities?
The question of whether an irrevocable trust can own annuities is a common one for estate planning attorneys like Ted …