Can I use a revocable trust to consolidate estate planning?
A revocable living trust is often a cornerstone of a comprehensive estate plan, allowing for the consolidation of assets and …
Point Loma Estate Planning Law
Can I require the trustee to invest only in low-risk portfolios?
As an estate planning attorney in San Diego, I often get asked about the level of control a grantor can …
Can I include backup beneficiaries for unused trust funds?
The question of whether you can designate backup beneficiaries for unused trust funds is a common one for estate planning …
Can I receive a tax deduction in more than one year from a CRT?
Charitable Remainder Trusts (CRTs) offer a unique avenue for both charitable giving and potential tax benefits, and the ability to …
Can I allow foreign-exchange hedging in the trust’s investment strategy?
As a San Diego estate planning attorney, I often encounter questions regarding sophisticated investment strategies within trusts, and the inclusion …
How often should a special needs trust be reviewed?
Establishing a special needs trust (SNT) is a profoundly compassionate act, designed to safeguard the financial future of a loved …
How long do records of a testamentary trust need to be maintained?
Testamentary trusts, created through a will and becoming active after death, present unique record-keeping challenges compared to living trusts. The …
How is capital gains tax handled in an irrevocable trust?
Navigating the tax implications of an irrevocable trust, particularly concerning capital gains, requires careful consideration. An irrevocable trust, once established, …
How is a testamentary trust different from a living trust?
Estate planning involves numerous tools, and understanding the nuances between them is critical for ensuring your wishes are carried out …
How does an irrevocable trust differ from a revocable trust?
Trusts are fundamental tools in estate planning, allowing individuals to manage assets for beneficiaries, both during their lifetime and after …