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 …
Point Loma Estate Planning Law
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, …
Can I provide matching funds for financial achievements in a trust?
The question of incorporating matching funds for financial achievements within a trust is a fascinating one, and increasingly common as …