Can a CRT include built-in audit cycles for performance review?
Certainly, a Community Reinvestment Trust (CRT) can, and often *should*, include built-in audit cycles for performance review; these cycles are …
Point Loma Estate Planning Law
Can I stipulate that trust assets be used for first-home purchases only?
The question of restricting trust assets to first-home purchases is a common one, and the answer is generally yes, with …
Can the trust provide security deposit assistance for housing?
Navigating the complexities of housing, especially in a high-cost area like San Diego, often presents financial hurdles for beneficiaries, and …
Can a special needs trust be designed to address sensory processing needs?
Absolutely, a special needs trust can, and often *should*, be specifically designed to address the unique needs of a beneficiary …
What is community property in a trust?
In California, and several other states, community property refers to all assets acquired during a marriage while living in a …
Can a testamentary trust serve as a backup for a failed business?
The question of whether a testamentary trust can serve as a backup for a failed business is multifaceted, touching upon …
Can a testamentary trust restrict sales of inherited real estate?
The question of whether a testamentary trust can restrict the sale of inherited real estate is a common one for …
Can a testamentary trust provide startup capital for businesses?
The question of whether a testamentary trust can provide startup capital for businesses is a multifaceted one, deeply rooted in …
Can a testamentary trust protect assets from divorce?
The question of whether a testamentary trust can shield assets during a divorce is a complex one, deeply rooted in …
Can a testamentary trust prevent a spouse from disinheriting my children?
The question of protecting children’s inheritance from a future spouse is a common concern for parents, particularly those blending families …