Can a testamentary trust be the beneficiary of a 401(k)?
Yes, a testamentary trust can absolutely be named as the beneficiary of a 401(k), though it requires careful planning and …
Can a CRT qualify for a step-up in basis on death?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their tax treatment upon the grantor’s death can be complex, …
Can a special needs trust cover ergonomic work tools for remote jobs?
Navigating the complexities of special needs trusts can be daunting, especially when considering expenses related to remote work and necessary …
Can I use a testamentary trust to delay inheritance to later generations?
A testamentary trust, created within a will, is a powerful tool for delaying inheritance and providing long-term asset management for …
Can I specify a fixed income amount from the trust?
The question of whether you can specify a fixed income amount from a trust is a common one, and the …
How do Professionals Recommend Finding an Estate Planning Lawyer Near Me?
The frantic phone call came just after midnight. “He’s gone, I don’t know what to do!” My aunt Amelia wailed …
Can I use the trust to fund only certain types of education?
Absolutely, a trust can be meticulously crafted to fund only specific types of education, offering a granular level of control …
Who should I trust to get the job done right as a trust attorney?
The phone slipped from my clammy hand, clattering onto the hardwood floor. My heart hammered in my chest, mirroring the …
Can I restrict the trust from making certain types of investments?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to exert control even *after* they’re gone, …
Who can reverse the effects of a flawed estate plan?
The phone slipped from my grasp, clattering onto the hardwood floor. My heart pounded in my chest as I reread …