Can I plan for regular review of my estate plan during my lifetime?
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?
The question of whether a bypass trust can continue for multiple generations is a common one, and the answer is …
Can the CRT trustee be empowered to replace a non-performing charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can I mandate estate plan reviews every decade by a legal professional?
Estate planning isn’t a ‘set it and forget it’ endeavor; life changes, laws evolve, and what once seemed perfect may …
Can I limit trustee access to investment decisions?
Navigating the complexities of a living trust often brings up concerns about control, and a common question is whether a …
Who else should know about the trust?
Establishing a trust is a significant step in estate planning, providing a framework for managing and distributing assets according to …
Can I include a clause that the charity must meet diversity benchmarks?
The question of incorporating diversity benchmarks into charitable giving within an estate plan is gaining traction as individuals seek to …
Can I use estate planning to manage foreign pension assets?
Estate planning for assets held internationally, including foreign pensions, presents unique challenges but is absolutely achievable with careful consideration and …
Can I set up a CRT jointly with my spouse?
Creating a Charitable Remainder Trust (CRT) jointly with a spouse is indeed possible and can be a powerful estate planning …
Can I require the trustee to consult a financial advisor?
As an estate planning attorney in San Diego, I frequently encounter questions about trustee duties and the level of control …