Can I add a charitable lead trust after my CRT ends?
The question of layering charitable trusts—specifically, establishing a Charitable Remainder Trust (CRT) followed by a Charitable Lead Trust (CLT)—is a …
Point Loma Estate Planning Law
Can I require a beneficiary to meet certain educational achievements?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to incentivize positive life choices through their …
How does a testamentary pet trust work?
A testamentary pet trust is created within a will, becoming effective only upon the grantor’s death, and is designed to …
Can the CRT fund a museum wing or gallery space in my name?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a special needs trust fund sensory backpacks for travel?
Navigating travel with a loved one who has special needs often presents unique challenges, and ensuring their comfort and well-being …
Can I Require Certified Financial Planners to Approve Large Disbursements?
The question of whether you can require certified financial planners (CFPs) to approve large disbursements from a trust is multifaceted …
Can I Require Beneficiaries to Submit an Annual Budget?
The question of whether a grantor—the person creating a trust—can require beneficiaries to submit an annual budget is a common …
Can I require beneficiaries to maintain an emergency fund?
The question of whether a grantor—the person creating a trust—can require beneficiaries to maintain an emergency fund is a complex …
Can I require background checks for potential spouses of beneficiaries?
The question of whether you can require background checks for potential spouses of beneficiaries is a complex one, deeply rooted …
Can I require annual sustainability reports from the trustee?
The question of whether you can require annual sustainability reports from a trustee is increasingly relevant as beneficiaries and settlors …