Who should consider using a testamentary trust?
A testamentary trust, established within a will, offers a powerful tool for managing assets after one’s passing, but it’s not …
Point Loma Estate Planning Law
Does a testamentary trust need to be registered with a government agency?
Testamentary trusts, established through a will, generally do not require registration with a government agency during their creation, unlike some …
Can a trust be used in prenuptial planning?
Absolutely, a trust can be a powerful tool in prenuptial planning, offering a level of control and flexibility that a …
Does a trust need to be notarized?
The question of whether a trust needs to be notarized is a common one, and the answer is nuanced—it’s not …
Can a special needs trust offer funds for executive skill coaching?
Absolutely, a special needs trust can, and often should, offer funds for executive skill coaching, as it falls squarely within …
Can I Use a CRT to Provide Income for an Ex-Spouse?
Divorce introduces a unique set of financial complexities, often requiring creative solutions to ensure both parties are adequately provided for. …
Can I use a CRT to fund my favorite nonprofit’s endowment?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can provide income to the grantor (the person creating the …
Can I use a CRT in conjunction with a charitable gift annuity?
The intersection of Charitable Remainder Trusts (CRTs) and Charitable Gift Annuities (CGAs) is a nuanced area of estate planning, frequently …
Can I use a bypass trust to manage royalties from intellectual property?
The question of whether a bypass trust can effectively manage royalties stemming from intellectual property (IP) is a common one …
Can I update my estate plan after a divorce?
Divorce is a significant life event, and it often necessitates a thorough review and update of one’s estate plan. Many …