Can I set ESG thresholds for trustee investments?
The question of incorporating Environmental, Social, and Governance (ESG) factors into trustee investment strategies is rapidly gaining prominence, driven by …
Point Loma Estate Planning Law
What is a special needs testamentary trust?
A special needs testamentary trust is a crucial estate planning tool designed to provide for a beneficiary with disabilities without …
How long can an irrevocable trust last?
Irrevocable trusts, often perceived as rigid financial structures, actually possess a surprisingly flexible lifespan, dependent on the terms meticulously crafted …
Can I set up a family council to manage collective inherited wealth?
Establishing a family council to oversee inherited wealth is a proactive step many families are taking to ensure long-term financial …
Can beneficiaries receive trust income before probate ends?
The short answer is, often yes, but it depends heavily on the specific terms of the trust and the stage …
How does a trust impact my heirs’ inheritance tax?
Navigating the complexities of estate and inheritance tax can feel like charting a course through a dense fog, especially when …
How does a testamentary trust differ from a custodial account for minors?
Navigating the world of estate planning for families with minor children requires careful consideration of the tools available to ensure …
How does a revocable living trust differ from a will?
Estate planning is a crucial aspect of responsible financial management, and understanding the tools available is paramount. Two of the …
How do testamentary trusts interact with capital loss carryovers?
Testamentary trusts, created through a will and taking effect after death, present unique challenges when dealing with capital loss carryovers. …
How do I transfer intellectual property to a trust?
Transferring intellectual property (IP) to a trust is a complex undertaking, crucial for estate planning and asset protection, particularly for …