Can I exclude someone from trust information?
The question of whether you can exclude someone from receiving information about a trust is a frequent one for estate …
Point Loma Estate Planning Law
Can the charitable remainder trust make additional investments during its term?
Yes, a charitable remainder trust (CRT) can indeed make additional investments during its term, though within specific guidelines and limitations …
What if a beneficiary contests the testamentary trust?
A testamentary trust, created within a will, can be a powerful tool for managing assets and providing for loved ones …
Is a special needs trust better than disinheriting the beneficiary?
Disinheriting a beneficiary, especially one with special needs, is a drastic step with potentially devastating consequences, while a special needs …
Can a special needs trust subsidize employment contract reviews?
A special needs trust (SNT), designed to supplement—not replace—government benefits for individuals with disabilities, often raises questions about permissible expenses, …
Can a testamentary trust be used to support an aging sibling?
The question of providing for an aging sibling is deeply personal, often filled with both love and logistical challenges. A …
Can a testamentary trust be used to pay for a beneficiary’s wedding?
A testamentary trust, established within a will and coming into effect after death, offers a flexible avenue for managing and …
Can a testamentary trust be used to delay estate settlement?
The question of whether a testamentary trust can be used to delay estate settlement is a nuanced one, often explored …
Can a testamentary trust be used in combination with tax planning tools?
The intersection of testamentary trusts and tax planning is a powerful, yet often underutilized, strategy for wealth preservation and transfer. …
Can a testamentary trust be split later into sub-trusts?
Testamentary trusts, created within a will and taking effect after death, are powerful estate planning tools, but their flexibility after …