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 …
Point Loma Estate Planning Law
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, …