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Point Loma Estate Planning Law

Can a CRT be used as an alternative to direct gifts during my lifetime?

June 8, 2025 by admin

Charitable Remainder Trusts (CRTs) offer a sophisticated estate planning tool allowing individuals to support their chosen charities while retaining income …

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Can a bypass trust endow a legacy award for public service?

June 8, 2025 by admin

A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to take advantage …

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Can I include retirement accounts in a living trust?

June 8, 2025 by admin

The question of whether you can include retirement accounts in a living trust is a common one, and the answer …

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Can the bypass trust be drafted to meet multiple state tax exemptions?

June 8, 2025 by admin

The bypass trust, also known as a credit shelter trust or exemption trust, is a powerful estate planning tool designed …

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Can a special needs trust be set up to expire if the beneficiary reaches certain goals?

June 8, 2025 by admin

Absolutely, a special needs trust can be structured to terminate upon the beneficiary achieving pre-defined goals, though it requires careful …

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How do gift taxes interact with testamentary trust distributions?

May 11, 2025 by admin

The interplay between gift taxes and testamentary trust distributions is a complex area of estate planning, often requiring careful consideration …

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How are testamentary trusts different from inter vivos trusts?

May 11, 2025 by admin

Trusts are powerful estate planning tools, allowing individuals to manage assets for beneficiaries, both during their lifetime and after. However, …

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How are antique or collectible valuations maintained in a trust?

May 11, 2025 by admin

Establishing and maintaining accurate valuations for antiques and collectibles within a trust is a critical, yet often overlooked, component of …

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Does getting married affect my testamentary trust?

May 11, 2025 by admin

The creation of a testamentary trust, established through a will, is a significant step in estate planning. However, life events …

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Does a Testamentary Trust Shield Assets from Divorce?

May 11, 2025 by admin

The question of whether a testamentary trust can shield assets from divorce is complex and requires careful consideration of California …

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Recent Posts

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