Can a trust distribute non-financial assets like heirlooms?
Absolutely, a trust can absolutely distribute non-financial, or tangible personal property, like cherished heirlooms, artwork, jewelry, or collectibles, alongside traditional …
Point Loma Estate Planning Law
Can I designate real property to be preserved as open space?
The question of preserving real property as open space is increasingly relevant, especially in rapidly developing areas like San Diego …
Can the trust fund storage of durable medical equipment?
The question of whether a trust fund can be used for the storage of durable medical equipment (DME) is a …
Can I name a co-executor along with a primary executor?
Yes, you absolutely can name a co-executor alongside a primary executor in your estate plan, and it’s a common practice …
Can I prevent the CRT from making distributions to certain types of nonprofits?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I use a QTIP trust as part of my estate plan?
The question of whether a Qualified Terminable Interest Property (QTIP) trust is appropriate for your estate plan is a common …
Can I use a letter of intent with my will?
The question of whether a letter of intent can be used alongside a will is a common one for those …
Can I use a CRT to sell farmland while retaining family access to hunt or camp?
The question of utilizing a Charitable Remainder Trust (CRT) to sell farmland while preserving family access for recreational activities like …
Can I use a CRT to meet minimum distribution requirements from retirement accounts?
The question of whether a Charitable Remainder Trust (CRT) can be used to satisfy Required Minimum Distributions (RMDs) from retirement …
Can I use a CRT to endow an academic chair?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can offer significant tax benefits while also supporting causes you …