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Point Loma Estate Planning Law

Can I Use a CRT to Provide Income for an Ex-Spouse?

May 10, 2025 by admin

Divorce introduces a unique set of financial complexities, often requiring creative solutions to ensure both parties are adequately provided for. …

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Can I use a CRT to fund my favorite nonprofit’s endowment?

May 10, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can provide income to the grantor (the person creating the …

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Can I use a CRT in conjunction with a charitable gift annuity?

May 10, 2025 by admin

The intersection of Charitable Remainder Trusts (CRTs) and Charitable Gift Annuities (CGAs) is a nuanced area of estate planning, frequently …

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Can I use a bypass trust to manage royalties from intellectual property?

May 10, 2025 by admin

The question of whether a bypass trust can effectively manage royalties stemming from intellectual property (IP) is a common one …

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Can I update my estate plan after a divorce?

May 10, 2025 by admin

Divorce is a significant life event, and it often necessitates a thorough review and update of one’s estate plan. Many …

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Can I transfer assets while I’m alive to reduce estate taxes?

May 10, 2025 by admin

The question of whether one can transfer assets during their lifetime to reduce estate taxes is a common one for …

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Recent Posts

  • Can I use estate planning to honor cultural or religious traditions?
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