Can the trust be created within a joint revocable trust document?
The question of whether a trust can be created within a joint revocable trust document is a common one for …
Point Loma Estate Planning Law
Can the trust assist with debt management services for the beneficiary?
The question of whether a trust can assist with debt management services for a beneficiary is multifaceted and hinges heavily …
Can the trust allow conditional disbursements tied to mental health treatment?
The question of whether a trust can allow conditional disbursements tied to mental health treatment is a complex one, deeply …
Can the trust adopt a long-term horizon approach to investing?
The ability for a trust to adopt a long-term investment horizon is a cornerstone of effective wealth preservation and growth, …
Can the surviving spouse be a co-trustee of a bypass trust?
The question of whether a surviving spouse can serve as a co-trustee of a bypass trust, also known as a …
Can the CRT’s structure accommodate inflation-indexed disbursements?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering tax benefits while supporting charitable causes. However, the question of …