Can I structure my estate to delay inheritance until retirement age?
Yes, it is absolutely possible to structure your estate to delay inheritance until a beneficiary reaches a specified age, often …
Point Loma Estate Planning Law
Can I create rotational leadership roles in estate management councils?
Estate management councils, whether formal or informal gatherings of individuals involved in managing estates—attorneys, financial advisors, accountants, and fiduciaries—can greatly …
Can I make a trust that activates only if the beneficiary becomes disabled?
Yes, you absolutely can establish a trust that activates only if a beneficiary becomes disabled, and these are commonly known …
Can I set guidelines for managing inherited rental properties?
Inheriting rental properties can be a significant windfall, but also a complex undertaking, especially when coupled with the existing responsibilities …
Can the trust buy annuities to match lifetime payout obligations?
The utilization of annuities within a trust structure to fulfill lifetime payout obligations is a sophisticated estate planning technique, frequently …
Can a person with a mental illness be a beneficiary of a special needs trust?
The question of whether a person with a mental illness can be a beneficiary of a special needs trust (SNT) …
Can a financial advisor manage assets in a testamentary trust?
The question of whether a financial advisor can manage assets within a testamentary trust is a common one, particularly for …
Can a CRT terminate early due to financial hardship of the beneficiary?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools designed to provide income to a non-charitable beneficiary for a set …
Can a CRT Support Food Security Initiatives in underserved areas?
Charitable Remainder Trusts (CRTs) are often perceived as tools for wealth transfer and income generation for the grantor, but their …
Can a CRT support annual charitable grants during the income term?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a specified term, …