Can I require digital receipts for all disbursements?
As an estate planning attorney in San Diego, I frequently encounter questions about modernizing estate administration, and the move toward …
Point Loma Estate Planning Law
Can I require heirs to complete financial counseling before inheriting?
Yes, it is absolutely possible to require heirs to complete financial counseling before they receive their inheritance, and it’s becoming …
Can a testamentary trust provide matching grants for educational expenses?
Yes, a testamentary trust can absolutely be structured to provide matching grants for educational expenses, offering a powerful tool for …
Can I provide guidance for social media memorialization of my life?
The question of what happens to our digital lives after we’re gone is increasingly relevant, as more and more of …
Can I require financial counseling for beneficiaries before distribution?
As an estate planning attorney in San Diego, I frequently encounter situations where clients are concerned about how their beneficiaries …
Can the CRT terminate if the trustee is found in breach of fiduciary duty?
Community Property Trusts (CPTs), or Community Property Trusts (CRTs) as they are often referred to, are powerful estate planning tools …
Can the CRT reward high-performing charities with additional grants?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, and while their primary function isn’t direct grant-making to reward performance, …
Can the CRT mandate beneficiary compliance with governance best practices?
Community Revocable Trusts (CRTs), a specialized type of trust often employed by individuals seeking asset protection and estate planning solutions, …
Can the CRT include instructions for publishing a named scholarship?
Certainly, a Carefully Crafted Revocable Trust (CRT) can absolutely include instructions for establishing and funding a named scholarship. In fact, …
Can the CRT fund a donor-curated online archive of philanthropic activity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering tax benefits to donors while supporting chosen charities. However, the …