Is a testamentary trust public record?
A testamentary trust, created through a will, presents a unique situation regarding public access; while the will itself becomes a …
Point Loma Estate Planning Law
Can the trust support housing in a cooperative living facility?
The question of whether a trust can support housing in a cooperative living facility is a common one, especially as …
Can I reward peer-reviewed innovations among descendants?
The question of incentivizing innovation among descendants through estate planning is a fascinating and increasingly relevant one, particularly as wealth …
Can I use the trust to fund psychological assessments for legacy planning?
The question of whether a trust can fund psychological assessments for legacy planning is increasingly relevant as estate planning evolves …
Can I make a family mission statement legally binding within the trust?
The idea of embedding a family mission statement directly *into* a trust is intriguing, and increasingly popular as families seek …
Can a CRT Qualify for a Step-Up in Basis on Death?
The question of whether assets held within a Charitable Remainder Trust (CRT) qualify for a step-up in basis upon the …
Can a CRT provide alternative income disbursement based on inflation levels?
Community Property Trusts (CRTs), while powerful tools in estate planning, aren’t inherently designed with automatic inflation adjustments to income disbursements. …
Can a CRT pay for financial education programs after termination?
The question of whether a Community Responsive Trust (CRT) can continue to fund financial education programs *after* the trust’s original …
Can a CRT Own Copyrights or Music Royalties?
Community Property Trusts (CRTs), common estate planning tools utilized by attorneys like Ted Cook in San Diego, offer a unique …
Can a CRT involve donor advisory services post-establishment?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that offer tax benefits while providing income to the grantor or …