What’s a charitable lead trust?
A charitable lead trust (CLT) is an irrevocable trust designed to benefit a charity first, with the remaining assets eventually …
Point Loma Estate Planning Law
Can a testamentary trust be used to hold intellectual capital like patents?
Yes, a testamentary trust can absolutely be used to hold intellectual capital like patents, copyrights, trademarks, and other forms of …
Can a trust demand genetic testing to confirm biological relationships?
The question of whether a trust can demand genetic testing to confirm biological relationships is increasingly relevant in modern estate …
Can I divide my estate by need rather than equally?
The question of whether you can divide your estate based on the needs of your beneficiaries, rather than equally, is …
Can the income payments from the CRT be deferred?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I require the trust to consult with an estate planner annually?
The question of mandating annual consultations with an estate planner for a trust is a common one, often stemming from …
Can I require that trustees undergo annual fiduciary training?
The question of whether you can require trustees to undergo annual fiduciary training is a crucial one for anyone establishing …
Can I require that property taxes for trust-owned real estate be prepaid?
The question of whether you can *require* prepayment of property taxes on real estate held within a trust is multifaceted, …
Can I require that environmental sustainability scores be maintained for trust assets?
The concept of integrating Environmental, Social, and Governance (ESG) factors, and specifically environmental sustainability scores, into trust administration is gaining …
Can I require that a family business remain within the family?
The question of preserving a family business for future generations is a deeply emotional and strategically complex one, and a …