Can I fund a testamentary trust with life insurance?
The intersection of testamentary trusts and life insurance is a powerful estate planning tool, offering a means to provide for …
Point Loma Estate Planning Law
Can I fund a CRT with the proceeds from the sale of a vacation home?
The question of whether one can fund a Charitable Remainder Trust (CRT) with the proceeds from the sale of a …
Can I fund a CRT through a charitable installment sale?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a set period, …
Can I fund a bypass trust with qualified retirement plan assets?
The question of whether you can fund a bypass trust—also known as a credit shelter trust or a B trust—with …
Can I Freeze Distributions During Criminal Investigations?
The question of whether distributions from a trust can be frozen during a criminal investigation is complex, hinging on numerous …
Can I exclude public assistance recipients from distributions?
The question of whether you can exclude beneficiaries receiving public assistance from trust distributions is complex, deeply rooted in the …