Can a bypass trust fund contributions to a child’s Roth IRA?
The question of whether a bypass trust can fund contributions to a child’s Roth IRA is a complex one, deeply …
Point Loma Estate Planning Law
Can a testamentary trust be used to hold investment properties?
Yes, a testamentary trust can absolutely be used to hold investment properties, offering a powerful tool for estate planning and …
Can a special needs trust include a requirement for culturally competent care?
Absolutely, a special needs trust can, and arguably *should*, include requirements for culturally competent care, ensuring the beneficiary receives support …
Can a bypass trust cover the costs of legacy planning retreats for beneficiaries?
The question of whether a bypass trust can cover the costs of legacy planning retreats for beneficiaries is complex, hinging …
Can I update my estate plan after a divorce?
Divorce is a significant life event that necessitates a thorough review and likely, an update to your estate plan. Failing …
Can a CRT protect assets from creditors?
Community Property Trusts (CPTs), particularly irrevocable ones established under California law, are frequently discussed in the context of asset protection. …
Can a CRT participate in place-based philanthropy strategies?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools offering both tax benefits and the ability to support charitable causes. …
Can a CRT own conservation easements?
Conservation easements are powerful tools for land preservation, allowing landowners to protect natural resources while potentially receiving tax benefits. Charitable …
Can a CRT invest in income-producing limited partnerships?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Can a CRT include provisions for charitable naming rights?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …