Can I add accountability milestones for the trustee in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Point Loma Estate Planning Law
Can I add a clause requiring investment in green infrastructure projects?
The question of incorporating socially responsible investing, particularly focusing on green infrastructure, into a trust document is gaining significant traction. …
Can estate planning simplify settlement for out-of-country assets?
Estate planning is often perceived as a domestic affair, focusing on assets within one’s country of residence. However, in our …
Can estate planning include tax-advantaged gifting strategies?
Estate planning, at its core, is about managing assets and ensuring their distribution according to your wishes. However, it’s rarely …
Can estate planning help me plan for future fiduciary oversight?
Estate planning is often viewed as a means to distribute assets after death, but its reach extends far beyond that. …
Can estate planning help manage out-of-state property?
The question of whether estate planning can help manage out-of-state property is a critical one for individuals who own assets …