What’s the best age to create an irrevocable trust?
Determining the “best” age to establish an irrevocable trust isn’t a simple matter of hitting a certain birthday; it’s a …
Can I prevent disbursements if a beneficiary is facing bankruptcy?
As an estate planning attorney in San Diego, I often field questions from concerned clients about protecting assets held in …
Can I name a backup trustee for the CRT?
Certainly, naming a successor trustee for a Charitable Remainder Trust (CRT) is not just permissible, but a critical component of …
Can estate planning help me plan for future fiduciary oversight?
The question of future fiduciary oversight is a crucial, yet often overlooked, component of comprehensive estate planning. Many individuals focus …
Can estate planning help me address disputes over heirloom distribution?
The thought of family disagreements erupting after your passing is a common fear, and rightfully so. Disputes over possessions, particularly …
Can estate planning allow for asset division based on asset performance?
Estate planning traditionally focuses on dividing assets equally or according to a predetermined percentage among beneficiaries. However, a growing trend …
Can estate planning account for inflation?
Estate planning is often viewed as a static process—creating documents and setting things in motion, then assuming they’ll remain effective …
Can beneficiaries request changes to the trust?
The question of whether beneficiaries can request changes to a trust is a common one, and the answer is nuanced. …
Can an irrevocable trust receive rental income?
The question of whether an irrevocable trust can receive rental income is a common one for estate planning attorneys like …
Can an irrevocable trust hold foreign real estate?
The question of whether an irrevocable trust can hold foreign real estate is a complex one, heavily dependent on the …