Can the trust be funded by disclaiming property from the estate?
Absolutely, a trust can indeed be funded, at least in part, by disclaiming property from an estate, though it’s a …
Point Loma Estate Planning Law
Can I create an irrevocable trust for a spouse?
The question of whether you can create an irrevocable trust for a spouse is a common one, and the answer …
What is a letter of intent and should I include one with my trust?
A Letter of Intent (LOI), sometimes called a “comfort letter,” is a non-binding document that outlines the terms of an …
Can I allow beneficiaries to vote on major trust investment decisions?
The question of whether to allow beneficiaries to vote on major trust investment decisions is a surprisingly complex one, deeply …
Can my trust hold assets in a different currency?
Yes, a trust can absolutely hold assets denominated in a different currency, but it requires careful planning and consideration of …
Can I impose audit committee reviews for trustee choices?
The question of incorporating audit committee reviews into the selection of trustees, particularly within the context of trust administration overseen …
Can I grant decision-making to a committee rather than a single trustee?
The question of whether you can grant decision-making power to a committee instead of a single trustee is a common …
Can I give my trustee discretion over reallocating unused funds?
The question of granting a trustee discretion over unused trust funds is a common one for those establishing trusts with …
Can I Give Heirs the Option to Delay Their Inheritance for Tax Benefits?
The question of allowing heirs to delay receiving their inheritance is becoming increasingly common, particularly as estate planning becomes more …
Can I fund the trust over time or only at death?
The common misconception surrounding trusts is that they are only effective after one’s passing. This is demonstrably untrue. A properly …