Can I fund a CRT with restricted stock?
Charitable Remainder Trusts (CRTs) offer a compelling way to support your favorite charities while potentially reducing your current tax liability …
Can my trust receive money from a life insurance payout?
Yes, your trust can absolutely receive money from a life insurance payout, and it’s a common and often advantageous estate …
Can I use a CRT to satisfy a charitable pledge?
Charitable Remainder Trusts (CRTs) offer a sophisticated method for fulfilling significant charitable pledges while simultaneously providing income to the donor, …
Can a revocable trust reduce family conflict after my death?
A revocable trust is often presented as a tool for managing assets, but its impact extends far beyond mere financial …
Can I name a corporate trustee to manage complex assets?
Navigating the complexities of estate planning, particularly when dealing with substantial or intricate assets, often leads individuals to consider options …
Can I choose how the trust income is distributed—monthly or quarterly?
As a San Diego estate planning attorney, I frequently encounter clients curious about the flexibility within a trust, specifically regarding …
Can the trust sponsor wellness challenges or reward programs?
Establishing a trust for the benefit of loved ones is a powerful tool for wealth management, but many people don’t …
Can I force the sale of specific assets at liquidation?
Liquidation, whether through probate, a trust administration, or other legal proceedings, often raises the question of controlling which assets are …
Can a trust be moved to another state?
The question of relocating a trust, often referred to as “trust decanting” or “trust migration,” is a common one for …
Can a trust have a backup administrator besides the trustee?
The question of whether a trust can have a backup administrator beyond the primary trustee is a common one, and …