Can I bind the remainder charity to transparency covenants in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Point Loma Estate Planning Law
Can I provide continued funding for a family archive or library?
Preserving a family’s history through an archive or library is a noble endeavor, and ensuring its continued funding requires thoughtful …
Can I create an estate plan without a lawyer?
The question of whether one can create an estate plan without a lawyer is frequently asked, and the short answer …
Can I name multiple charities as remainder beneficiaries?
Yes, you absolutely can name multiple charities as remainder beneficiaries in your trust or estate plan, and it’s a surprisingly …
Can I assign a temporary trustee if the primary is unavailable?
Navigating the world of trusts can feel complex, and a common question arises regarding continuity of management, especially when the …
Can I include a charity from a donor-advised fund network as the CRT’s beneficiary?
The question of whether a charity affiliated with a donor-advised fund (DAF) network can be named as the beneficiary of …
Can I impose environmental stewardship duties on property held in trust?
The question of whether you can impose environmental stewardship duties on property held in trust is becoming increasingly relevant as …
Can I grant income-based inheritance bonuses?
The concept of granting income-based inheritance bonuses, while seemingly unconventional, is increasingly explored by estate planning attorneys like Ted Cook …
Can I give naming rights on family properties to descendants who meet certain criteria?
The idea of granting naming rights on family properties to descendants contingent upon meeting specific criteria is gaining traction as …
Can I give income to one beneficiary and principal to another?
The question of whether you can distribute income to one beneficiary and principal to another within a trust is a …