Can the trust adjust to changes in the law?
The question of whether a trust can adjust to changes in the law is paramount for anyone establishing or maintaining …
Point Loma Estate Planning Law
Can the surviving spouse choose to opt out of a bypass trust?
Bypass trusts, also known as credit shelter trusts or A-B trusts, are estate planning tools designed to minimize estate taxes …
Can the executor of the estate also be the trustee of the trust?
The question of whether an executor of an estate can simultaneously serve as the trustee of a trust is a …
Can the CRT support land conservation via remainder transfer?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often utilized for income and tax benefits. But their application extends …
Can the CRT prevent certain charities from being future beneficiaries?
Community Property Trusts (CPTs), while powerful estate planning tools, don’t inherently *prevent* charities from being future beneficiaries, but they significantly …
Can the CRT income be reduced temporarily to allow a larger remainder gift?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a specified period, …