Can I require drug testing in a testamentary trust?
The question of whether you can require drug testing within a testamentary trust is complex, falling into a gray area …
Point Loma Estate Planning Law
What is the role of the executor in relation to the trust?
The executor’s role, while often associated with wills, intersects with trusts in a nuanced way, particularly when a trust contains …
Can my trust be used for long-term care planning?
The question of whether a trust can be utilized for long-term care planning is a common one, and the answer …
Can a special needs trust support food delivery for medically restricted diets?
A special needs trust (SNT) is a powerful tool designed to enhance the quality of life for individuals with disabilities …
Is there a statute of limitations for contesting a trust?
The question of whether there’s a statute of limitations for contesting a trust in California is surprisingly complex, and the …
Can I require a debt-free certification from heirs for full access?
The question of requiring debt-free certification from heirs before granting them access to trust assets is a complex one, frequently …
Can I request that estate assets be used to create a family memorial?
The question of utilizing estate assets for a family memorial is a common one, particularly for those in San Diego …
Can I receive variable income from a CRT based on market returns?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I receive a tax deduction in more than one year from a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to a trust, receive income during …
Can I put rental property in an irrevocable trust?
The question of whether you can place rental property within an irrevocable trust is a common one for estate planning, …