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Can I plan for regular review of my estate plan during my lifetime?

June 5, 2025 by admin

Estate planning is not a one-time event; it’s a continuous process that should adapt to your evolving life circumstances, changes …

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Can a bypass trust continue for multiple generations?

June 5, 2025 by admin

The question of whether a bypass trust can continue for multiple generations is a common one, and the answer is …

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Can the CRT trustee be empowered to replace a non-performing charity?

June 5, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …

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Can I mandate estate plan reviews every decade by a legal professional?

June 5, 2025 by admin

Estate planning isn’t a ‘set it and forget it’ endeavor; life changes, laws evolve, and what once seemed perfect may …

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Can I limit trustee access to investment decisions?

June 5, 2025 by admin

Navigating the complexities of a living trust often brings up concerns about control, and a common question is whether a …

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Who else should know about the trust?

June 4, 2025 by admin

Establishing a trust is a significant step in estate planning, providing a framework for managing and distributing assets according to …

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Can I include a clause that the charity must meet diversity benchmarks?

June 4, 2025 by admin

The question of incorporating diversity benchmarks into charitable giving within an estate plan is gaining traction as individuals seek to …

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Can I use estate planning to manage foreign pension assets?

June 4, 2025 by admin

Estate planning for assets held internationally, including foreign pensions, presents unique challenges but is absolutely achievable with careful consideration and …

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Can I set up a CRT jointly with my spouse?

June 4, 2025 by admin

Creating a Charitable Remainder Trust (CRT) jointly with a spouse is indeed possible and can be a powerful estate planning …

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Can I require the trustee to consult a financial advisor?

June 4, 2025 by admin

As an estate planning attorney in San Diego, I frequently encounter questions about trustee duties and the level of control …

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  • Can I plan for regular review of my estate plan during my lifetime?
  • Can a bypass trust continue for multiple generations?
  • Can the CRT trustee be empowered to replace a non-performing charity?

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