Can I use a CRT to promote bilingual education initiatives?
Community Reinvestment Trusts (CRTs), while often associated with financial institutions and community development, can indeed be creatively adapted to support …
Point Loma Estate Planning Law
Can the trust guarantee rent for the beneficiary’s housing?
This is a frequently asked question, and the short answer is, yes, a trust *can* be structured to guarantee rent …
Can the trust purchase art for educational or legacy purposes?
Absolutely, a trust can indeed purchase art, whether for educational endeavors or to build a lasting family legacy, and it’s …
Can a bypass trust qualify for the marital deduction?
The marital deduction is a cornerstone of estate planning, allowing for the transfer of an unlimited amount of assets to …
Can the trust assist with debt management services for the beneficiary?
Establishing a trust is a powerful tool in estate planning, but its ability to directly provide debt management services for …
Can I plan for preservation of digital family albums?
The modern family album is increasingly digital – photos and videos residing on phones, computers, and cloud storage. While convenient, …
Can I plan for future tax law changes in my estate plan?
Estate planning is often viewed as a static process – creating documents now to dictate the distribution of assets after …
Can I place limitations on selling inherited property?
The question of whether you can place limitations on selling inherited property is a common one for beneficiaries and estate …
Can I place a portion of the trust in a socially responsible fund?
The question of integrating socially responsible investing (SRI), or impact investing, into a trust is increasingly common, and thankfully, absolutely …
Can I Penalize Media Disclosures of Family Finances?
The question of whether you can penalize media disclosures of family finances is complex, deeply intertwined with First Amendment rights, …