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 …
Point Loma Estate Planning Law
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 …
Can I use a trust for venture capital holdings?
The question of whether a trust can hold venture capital (VC) holdings is a nuanced one, frequently posed to trust …
Can I use a testamentary trust to provide for grandchildren?
The question of providing for grandchildren is a common one for estate planning, and a testamentary trust is a powerful …
Can I use a testamentary trust to fulfill tithing or religious commitments?
The question of utilizing a testamentary trust to manage and distribute funds for tithing or other religious commitments is a …
Can I use a testamentary trust to benefit a church or religious organization?
The idea of leaving a legacy to a cherished faith-based organization through estate planning is common, and a testamentary trust …