Can I prohibit the sale of trust assets outside the family?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their assets remain within the …
Point Loma Estate Planning Law
What is a grantor in a revocable trust?
The grantor, also known as the trustor or settlor, is the individual who creates a revocable trust and transfers assets …
Can the trust bar trustees from engaging in self-dealing?
Absolutely, a properly drafted trust document can, and should, bar trustees from engaging in self-dealing, and this is a cornerstone …
Can a bypass trust be used to hold inherited farmland?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool, and yes, it absolutely …
Can a CRT be created to co-fund research with a university?
Charitable Remainder Trusts (CRTs) can indeed be strategically established to co-fund research initiatives with universities, offering a unique blend of …
Can I Require a Commitment to Sobriety to Access Funds?
The question of whether you can legally and ethically require a commitment to sobriety as a condition for accessing funds …
Can I remove a beneficiary from my trust?
The question of whether you can remove a beneficiary from your trust is a common one for those establishing or …
Can I receive income from the trust?
The question of receiving income from a trust is central to many people’s estate planning considerations. For those in San …
Can I receive a charitable income tax deduction when I create the trust?
The question of receiving an income tax deduction upon creating a trust is a common one, and the answer, as …
Can I put family heirlooms in the trust with instructions?
The question of incorporating family heirlooms into a trust, alongside specific instructions for their distribution, is a common one for …