Can I designate part of the trust income for charitable donations?
Absolutely, designating a portion of trust income for charitable donations is a common and impactful estate planning strategy, allowing individuals …
Point Loma Estate Planning Law
How are testamentary trusts different from inter vivos trusts?
Testamentary and inter vivos trusts are both powerful estate planning tools, but they differ significantly in when and how they …
Can I set up a trust for my grandchildren?
Establishing a trust for your grandchildren is a powerful way to secure their financial future and impart lasting values, and …
Can I incentivize beneficiaries to remain in specific geographic areas?
The question of incentivizing beneficiaries to stay within certain geographic boundaries is a surprisingly common one, especially amongst families with …
Can I limit access to principal until multiple trustees agree on a request?
The question of controlling access to trust principal is a common one for Ted Cook, an Estate Planning Attorney in …
Can a no-contest clause prevent a beneficiary from challenging my will?
The question of whether a no-contest clause—also known as an *in terrorem* clause—can effectively prevent a beneficiary from challenging a …
Can a family member challenge a trustee’s appointment?
The question of whether a family member can challenge a trustee’s appointment is a common one, and the answer, as …
Can a CRT support sustainable agriculture projects?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often associated with traditional investments like stocks and bonds. However, their …
Can a CRT support charitable programs internationally?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a period of …
Can a CRT require the charity to undergo third-party impact verification?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …