Does a testamentary trust go through probate?
A testamentary trust is a fascinating, yet often misunderstood, component of estate planning, and while it’s *created* within a will, …
Point Loma Estate Planning Law
Can I restrict how money is used by beneficiaries?
As an estate planning attorney in San Diego, I frequently encounter clients who wish to provide for their loved ones …
Can a testamentary trust hold shares of a closely held corporation?
Yes, a testamentary trust can absolutely hold shares of a closely held corporation, though it requires careful planning and consideration …
Can I create a CRT for my domestic partner?
The question of whether you can create a Community Property Trust (CRT) for your domestic partner in California is complex, …
How do I challenge an irrevocable trust?
Irrevocable trusts are designed to be, as the name suggests, unchangeable, offering asset protection and estate tax benefits. However, there …
Can I require a family oath or code of conduct to access funds?
The idea of tying access to trust funds to a family oath or code of conduct is increasingly popular, reflecting …
Can I require a beneficiary to live in inherited property?
The question of whether you can require a beneficiary to live in inherited property is a common one for those …
Can I refinance a home in a trust without removing it?
The question of refinancing a home held within a trust is surprisingly common, and the answer, as with most legal …
Can I receive income from a CRT and later convert it to a lump sum?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while receiving an …
Can I put timeshares into a trust?
The question of whether you can place a timeshare into a trust is a common one for Ted Cook, a …