Can I plan for recurring donations to specific causes in perpetuity?
The desire to support cherished causes long after one’s passing is a powerful motivator for many individuals. Fortunately, through careful …
Point Loma Estate Planning Law
Can I plan for heir participation in family councils or boards?
The idea of proactively including future heirs in family discussions about wealth, trusts, and the responsible stewardship of assets is …
Can I plan for blended family dynamics after remarriage?
Remarriage is a beautiful chapter, but often brings a complex tapestry of relationships, particularly when blended families are involved. Planning …
Can I place biometric verification as a requirement to access high-value accounts?
The question of incorporating biometric verification for high-value account access is gaining significant traction, particularly within the realm of trust …
Can I Penalize Non-Compliance with Educational Reporting Requirements?
Educational reporting requirements, whether tied to special education, child abuse reporting, or general student progress, are not merely suggestions; they …
Can I offset gift tax obligations by using a CRT structure?
The question of offsetting gift tax obligations with a Charitable Remainder Trust (CRT) is a complex one, frequently posed to …