What’s a dynasty trust?
A dynasty trust is an intentionally defective grantor trust designed to last for multiple generations, potentially stretching out for centuries, …
Point Loma Estate Planning Law
Can I require investment alignment with UN Sustainable Development Goals?
The question of aligning investments with the UN Sustainable Development Goals (SDGs) is gaining traction as investors increasingly seek to …
Can I create a delay mechanism in times of financial scandal?
The question of proactively delaying asset distribution during a potential financial scandal is complex and, while seemingly intuitive, requires careful …
Can a testamentary trust be used to pass down intellectual property?
Yes, a testamentary trust can absolutely be used to pass down intellectual property (IP), offering a sophisticated method for managing …
How long do records of a testamentary trust need to be maintained?
Testamentary trusts, established through a will, require diligent record-keeping, but determining the exact duration for maintaining those records can be …
Can I ensure children from all marriages are treated fairly in my plan?
Navigating blended families and estate planning requires careful consideration to ensure fairness and prevent future disputes. Many individuals entering second …
Can I enable heirs to form a trust-owned co-op for shared assets?
The concept of enabling heirs to form a trust-owned cooperative for shared assets is intriguing and, with careful planning, entirely …
Can I embed cultural heritage preservation tasks into inheritance structure?
The idea of embedding cultural heritage preservation tasks into an inheritance structure, while seemingly unconventional, is gaining traction as families …
Can I Donate Farmland to a CRT and Continue to Live On It?
The question of donating farmland to a Charitable Remainder Trust (CRT) while retaining life estate—the right to continue living on …
Can I disinherit someone with a testamentary trust?
The question of whether you can disinherit someone with a testamentary trust is a common one for Ted Cook, a …