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 …
Point Loma Estate Planning Law
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 …
Can I transfer assets while I’m alive to reduce estate taxes?
The question of whether one can transfer assets during their lifetime to reduce estate taxes is a common one for …