Can I Penalize Risky Behavior in my Trust Design?
The question of whether you can penalize risky behavior within a trust is a complex one, often surfacing when parents …
Point Loma Estate Planning Law
Can I offset Roth conversion taxes with a CRT deduction?
The question of whether one can offset Roth conversion taxes with a Charitable Remainder Trust (CRT) deduction is a complex …
Can I name minors as beneficiaries of a testamentary trust?
Yes, absolutely, you can name minors as beneficiaries of a testamentary trust. In fact, it’s a very common and often …
Can I name an educational institution as a contingent charitable beneficiary?
The question of naming an educational institution as a contingent charitable beneficiary within a trust is a common one for …
Can I name a succession of guardians for my children?
The question of who will care for your children if you are unable to is a deeply emotional one, and …
Can I name a guardian for my children in my will?
The question of who will care for your children if something unexpected happens is a deeply personal and crucial one. …