What happens if a beneficiary predeceases me?
The question of what happens when a beneficiary passes away before the grantor, or trustor, is a surprisingly common one …
Point Loma Estate Planning Law
Does each state have different trust rules?
Yes, each state possesses a unique set of laws governing trusts, creating a complex landscape for estate planning. While the …
Can I assign access schedules for luxury estate assets?
The question of assigning access schedules for luxury estate assets – think vacation homes, yachts, classic car collections, or even …
Can a testamentary trust pay for alimony?
The question of whether a testamentary trust can pay for alimony is complex and heavily dependent on state law, the …
Can a trust be coordinated with vocational rehabilitation programs?
The intersection of special needs trusts and vocational rehabilitation (VR) programs is a crucial, yet often overlooked, aspect of long-term …
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, …
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 …