Can I set up a charitable remainder trust with appreciated stock?
Yes, you absolutely can establish a charitable remainder trust (CRT) using appreciated stock, and it’s a powerful estate planning tool …
Point Loma Estate Planning Law
Can I use the trust to fulfill philanthropic goals after death?
Absolutely, a trust can be a remarkably effective vehicle for continuing your philanthropic desires long after you’re gone, offering both …
Can I use estate planning to address complicated family dynamics?
Estate planning is often viewed solely through the lens of financial preparedness – ensuring assets are distributed according to one’s …
Can I set up a trust for my digital assets?
The question of whether you can set up a trust for your digital assets is becoming increasingly relevant in our …
Can a bypass trust allocate travel funds for educational programs abroad?
Bypass trusts, also known as generation-skipping trusts, are powerful estate planning tools designed to transfer assets to future generations while …
Can a testamentary trust prevent cohabiting partners from receiving funds?
The question of whether a testamentary trust can prevent cohabiting partners from receiving funds is a complex one, deeply rooted …
Can a testamentary trust pay for a beneficiary’s medical bills?
The question of whether a testamentary trust can cover a beneficiary’s medical expenses is a common one for Ted Cook, …
Can a testamentary trust own and operate a family office?
The question of whether a testamentary trust can own and operate a family office is a complex one, rooted in …
Can a testamentary trust manage debt collections after my death?
The question of whether a testamentary trust can manage debt collections after your death is a common one, and the …
Can a testamentary trust invest in the stock market?
The question of whether a testamentary trust can invest in the stock market is a common one for individuals planning …