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The late afternoon sun cast long shadows across the patio as Maria nervously recounted her family’s ordeal to Ted Cook. …
Can I assign roles for family members in my estate’s charitable giving?
The question of incorporating family members into the direction of charitable giving from an estate is a common one, and …
Can I use a revocable trust for philanthropy?
Yes, a revocable trust can absolutely be a powerful tool for philanthropic endeavors, offering flexibility and potential tax benefits for …
Can I require drug testing before distributions are made?
As an estate planning attorney in San Diego, I frequently encounter clients who wish to protect their beneficiaries, not just …
Can I include trust terms for funding emergency evacuation plans?
The question of incorporating provisions for funding emergency evacuation plans within a trust is a practical one, gaining relevance with …
Can a CRT support unrestricted giving to a named program?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I use a trust to fund community development projects?
The question of whether a trust can be utilized to fund community development projects is a surprisingly common one, particularly …