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 …
Point Loma Estate Planning Law
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 …
Can I use a charitable remainder trust to sell a business tax-efficiently?
The sale of a business often triggers significant capital gains taxes, potentially diminishing the net proceeds received by the owner. …