Can I require ESG-compliant investments from the trust?
The question of incorporating Environmental, Social, and Governance (ESG) factors into trust investments is gaining traction as beneficiaries increasingly prioritize …
Point Loma Estate Planning Law
Can a CRT benefit a religious order or mission-based community?
Charitable Remainder Trusts (CRTs) are versatile estate planning tools that extend beyond simply benefitting individuals or well-known charities; they can …
Can a special needs trust pay for advanced academic degrees?
Navigating the complexities of special needs trusts can be daunting, particularly when considering expenses beyond basic care, such as advanced …
Can I fund a time capsule or archive project through the estate?
The idea of preserving memories and knowledge for future generations is a deeply human one, and increasingly, estate planning attorneys …
Can a special needs trust own business interests?
Absolutely, a special needs trust *can* own business interests, but it requires careful planning and adherence to specific rules to …
Can I use a revocable trust in conjunction with an LLC?
The question of whether a revocable trust can be used in conjunction with a Limited Liability Company (LLC) is a …
Can I use a living trust to manage property during my life?
The question of whether a living trust can manage property during one’s life is a common one for individuals considering …
Can I use a family limited partnership in my estate plan?
Estate planning is a complex undertaking, and high-net-worth individuals often explore advanced strategies to minimize estate taxes and ensure a …
Can I use a CRT to provide for a disabled sibling?
The question of utilizing a Charitable Remainder Trust (CRT) to benefit a disabled sibling is a complex one, requiring careful …
Can I use a CRT to endow continuing education for nonprofit leaders?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often utilized for philanthropic giving, but can they specifically be leveraged …