Can a testamentary trust receive IRA distributions?
Yes, a testamentary trust can receive IRA distributions, but it requires careful planning and adherence to IRS regulations to avoid …
Point Loma Estate Planning Law
What are the advantages of a revocable living trust?
A revocable living trust is a cornerstone of comprehensive estate planning, offering a flexible and powerful tool for managing assets …
Can I require independent audits every five years?
As an estate planning attorney in San Diego, I frequently discuss strategies for maintaining the integrity and accountability of trusts …
Can I restrict investments in fossil fuels through my CRT’s portfolio?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a special needs trust support multilingual mental health resources?
Navigating the complexities of special needs planning requires foresight, and a crucial, often overlooked aspect is access to comprehensive mental …
Can a charitable remainder trust last for a set number of years instead of for life?
The question of whether a charitable remainder trust (CRT) can be established for a set term of years rather than …
Can a charitable remainder trust be set up for a spouse?
The question of whether a charitable remainder trust (CRT) can be established for a spouse is a common one, especially …
Can a bypass trust support the relocation costs of a beneficiary?
The question of whether a bypass trust can support the relocation costs of a beneficiary is complex and heavily dependent …
Can a bypass trust support loan guarantees for first-time homebuyers?
The question of whether a bypass trust can support loan guarantees for first-time homebuyers is complex, requiring a nuanced understanding …
Can a bypass trust support access to legal services for estate planning?
The question of whether a bypass trust – also known as a credit shelter trust – can directly fund access …