Can the trust be converted into a charitable remainder trust by future vote?
The question of converting an existing trust into a Charitable Remainder Trust (CRT) via a future vote—or amendment—is complex and …
Point Loma Estate Planning Law
Can the trust allow modifications through a trust protector if needed?
The ability to modify a trust is a cornerstone of modern estate planning, and increasingly, trust protectors are being utilized …
Can the trust allocate funds to maintain solar panels on inherited property?
The question of whether a trust can allocate funds to maintain solar panels on inherited property is surprisingly nuanced and …
Can the trust adjust disbursements based on income reported by the IRS?
The question of whether a trust can adjust disbursements based on income reported by the IRS is a complex one, …
Can the surviving spouse access the principal in a bypass trust?
The question of whether a surviving spouse can access the principal in a bypass trust is a common one, and …
Can the CRT’s investments reflect religious or ethical values of the donor?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …