Can I defer taxes through a trust?
The question of whether one can defer taxes through a trust is a common one for estate planning, and the …
Can I create sub-trusts within a testamentary trust?
The question of whether one can create sub-trusts within a testamentary trust is a common one for estate planning attorneys …
Can I create scholarships for family members pursuing social work?
The desire to support loved ones in pursuing meaningful careers, like social work, is admirable. Many individuals contemplate establishing scholarships …
Can I create restrictions based on the marital status of beneficiaries?
The question of whether you can impose restrictions on beneficiaries based on their marital status within a trust is a …
Can I create multiple testamentary trusts in one will?
The question of whether one can establish multiple testamentary trusts within a single will is a common one for estate …
Can I create instructions for family celebrations using inherited funds?
The question of how to responsibly and meaningfully utilize inherited funds, particularly for celebrations, is a common one for clients …
Can I create conditional clauses based on global events?
The question of whether you can create conditional clauses in your estate plan based on global events is a complex …
Can I choose between a CRAT and CRUT based on income needs?
The decision between a Charitable Remainder Annuity Trust (CRAT) and a Charitable Remainder Unitrust (CRUT) hinges significantly on your income …
Can I change or cancel a revocable trust?
The flexibility of a revocable trust is one of its most appealing features, particularly for individuals in San Diego seeking …
Can I cap the annual distribution from a high-yielding asset?
The question of capping annual distributions from a high-yielding asset, often within the context of a trust, is a surprisingly …