Can a CRT be funded with a promissory note?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
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Can I mandate mediation before family legal proceedings are initiated?
The question of whether you can *mandate* mediation before initiating family legal proceedings, like divorce or custody disputes, is nuanced …
Can I delay inheritance until the beneficiary becomes a parent?
The question of delaying inheritance until a beneficiary becomes a parent is becoming increasingly common as individuals seek more control …
What are the tax implications of an irrevocable trust?
Irrevocable trusts, while powerful estate planning tools, present a unique set of tax considerations that require careful navigation. Understanding these …
Can the trust include language to accommodate digital will integration?
The question of integrating digital will provisions into a traditional trust is rapidly gaining prominence as our lives become increasingly …
Can I set aside funds for annual family reunions?
Planning for cherished family gatherings like annual reunions requires foresight and, often, dedicated financial planning. Many families desire to create …
Can the trust allow fractional asset purchases like shared real estate?
Yes, a trust can absolutely facilitate fractional asset purchases, including shared real estate, offering a flexible and legally sound method …
Can I make a trust donation to charity?
Yes, absolutely, you can strategically incorporate charitable giving into your estate plan through various trust mechanisms, offering both personal fulfillment …
Can I require the trust to avoid investing in alcohol or tobacco companies?
As an estate planning attorney in San Diego, I often encounter clients who wish to align their financial holdings with …
How do I document an issue for fixing with an estate planning lawyer near by?
The phone slipped from Mary’s trembling hand, clattering onto the hardwood floor. She stared at the screen, a knot of …