Can a CRT be funded with real estate in an LLC?
Charitable Remainder Trusts (CRTs) offer a sophisticated method for charitable giving with potential tax benefits, and the question of funding …
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Can a testamentary trust penalize risky investment behavior?
A testamentary trust, established within a will and taking effect after death, offers a unique level of control over assets …
Can the trust carry on if the trustee resigns?
The continuity of a trust certainly isn’t dependent on a single individual, even the trustee; a well-drafted trust anticipates and …
Can I combine bypass trust terms with a generation-skipping trust structure?
The integration of bypass trust provisions with a generation-skipping trust (GST) structure is a sophisticated estate planning technique, offering flexibility …
Can the bypass trust require biometric access for financial records?
The question of integrating biometric access into a bypass trust for securing financial records is increasingly relevant in the modern …
Can I require trustees to recertify investment ethics annually?
The question of whether you can require trustees to recertify investment ethics annually is a complex one, deeply rooted in …
Can I use a power of attorney to manage my affairs during incapacity?
A power of attorney (POA) is a vital estate planning tool that allows you to appoint someone you trust—your “agent”—to …
Can I limit trustee liability through indemnity clauses?
As an estate planning attorney in San Diego, I often get asked about ways to protect those taking on the …
Can the trust require the remainder charity to meet impact benchmarks?
Yes, a trust can absolutely require the remainder charity to meet specific impact benchmarks, and this is becoming an increasingly …
Can I name a non-relative to manage my estate?
Absolutely, you can designate a non-relative to manage your estate, and it’s a surprisingly common and often advantageous choice; while …