How do I fund the trust during my lifetime?
Establishing a trust is a significant first step in estate planning, but its effectiveness hinges on properly funding it during …
Point Loma Estate Planning Law
Can I use a CRT as a transition tool for social impact enterprises?
Community Reinvestment Trusts (CRTs) are increasingly being explored as innovative financial tools, not just for traditional community development, but also …
Can I name a corporate trustee?
Yes, you absolutely can name a corporate trustee, and in many situations, it’s a very prudent choice for managing a …
Does a trust affect Social Security benefits?
The relationship between trusts and Social Security benefits is a common concern for individuals planning their estates, and thankfully, establishing …
Can the trust pay for event access fees, such as disability expos?
As an estate planning attorney in San Diego, I frequently encounter questions about the permissible uses of trust funds, and …
Can a Family Member be the Trustee?
The question of whether a family member can serve as trustee of a trust is incredibly common, and the answer …
Can a CRT Support Unrestricted Giving to a Named Program?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can a CRT Support Emergency Response Infrastructure for Nonprofit Organizations?
Charitable Remainder Trusts (CRTs) are often viewed as sophisticated estate planning tools for individual donors, but their potential to bolster …
Can a CRT support a nonprofit media outlet?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT remainder support a charitable mentorship program?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …