Can a CRT work in conjunction with a private foundation?
Yes, a Charitable Remainder Trust (CRT) can absolutely work in conjunction with a private foundation, offering a sophisticated estate planning …
Point Loma Estate Planning Law
Can I require investment alignment with religious values?
The question of aligning investments with religious or ethical values is increasingly common, and the answer, thankfully, is generally yes, …
Can I include royalties in a testamentary trust?
Yes, royalties can absolutely be included within a testamentary trust, and often are a valuable asset to protect and manage …
Can I include guardianship transition support in the trust terms?
The question of incorporating guardianship transition support within the terms of a trust is increasingly relevant as estate planning evolves …
Can I mandate psychological counseling post inheritance?
The question of whether an individual can legally mandate psychological counseling as a condition of receiving an inheritance is complex …
Can a testamentary trust hold tangible personal property?
Testamentary trusts, created through a will, are powerful estate planning tools, but a frequent question arises regarding their ability to …
Can a testamentary trust hold a renewable energy portfolio?
The question of whether a testamentary trust can hold a renewable energy portfolio – encompassing assets like solar farms, wind …
Can a testamentary trust have built-in digital compliance tools?
The intersection of estate planning and digital asset management is rapidly evolving, and the question of whether a testamentary trust …
Can a testamentary trust fund intergenerational housing projects?
The question of whether a testamentary trust fund can finance intergenerational housing projects is multifaceted, requiring an understanding of both …
Can a testamentary trust fund a family emergency relief fund?
The question of whether a testamentary trust can fund a family emergency relief fund is a common one for families …