Can I create a trust that includes provisions for a former spouse?
The question of whether you can include provisions for a former spouse in a trust is a common one, and …
Can a trust hold a vacation home?
Yes, a trust can absolutely hold a vacation home, and in many cases, it’s a very beneficial strategy for estate …
Can I set charitable matching contribution policies for beneficiaries?
Absolutely, establishing charitable matching contribution policies within your estate plan is a powerful way to extend your philanthropic values to …
Can I include real estate subject to a mortgage in the CRT?
Transferring real estate with an existing mortgage into a Revocable Living Trust (RLT), commonly known as a CRT, is a …
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 …
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 do I initiate a service call for a trust issue?
The phone slipped from Margaret’s hand, clattering onto the hardwood floor. Her breath caught in her throat. “He’s gone,” she …