Can I use a testamentary trust to avoid foreign probate for overseas property?
The question of avoiding foreign probate is a common concern for individuals with assets located outside of the United States, …
Point Loma Estate Planning Law
Can I use a testamentary trust for a child with disabilities?
Planning for the future of a child with disabilities requires careful consideration, especially when it comes to financial security and …
Can I use a revocable trust for philanthropy?
The question of whether a revocable trust can be utilized for philanthropic endeavors is a common one, particularly amongst high-net-worth …
Can I use a living trust to manage finances if I become disabled?
The question of whether a living trust can manage finances during disability is a common one for individuals planning for …
Can I use a CRT to transfer wealth to a blended family while supporting charity?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to support charitable organizations while simultaneously receiving income …
Can I use a CRT to promote bilingual education initiatives?
Community Reinvestment Trusts (CRTs), while often associated with affordable housing and economic development, possess a surprising flexibility that extends to …