Can I include clauses requiring the charity to publish an annual impact report?
Absolutely, incorporating clauses that mandate a charity to publish an annual impact report is not only possible but often a …
Point Loma Estate Planning Law
Can I prohibit distributions if the beneficiary files for bankruptcy?
As an estate planning attorney in San Diego, I frequently encounter concerns about protecting assets for intended heirs, and a …
Can I require charitable beneficiaries to meet annual reporting obligations?
Yes, it is possible, and often advisable, to require charitable beneficiaries to meet annual reporting obligations, though the specifics must …
How does a testamentary trust handle jointly owned property?
A testamentary trust, created through a will, presents unique challenges when dealing with property held in joint tenancy with right …
Can a CRT invest in community development financial institutions?
Charitable Remainder Trusts (CRTs) offer a fascinating avenue for blending charitable giving with potential investment returns, and the question of …
Can a bypass trust be dissolved early if no longer needed?
The question of dissolving a bypass trust early is surprisingly common, particularly as circumstances change after its creation. A bypass …
Can a bypass trust be audited annually by a third-party accountant?
The question of whether a bypass trust—also known as a credit shelter trust—can be audited annually by a third-party accountant …
Can a bypass trust allocate travel funds for educational programs abroad?
The question of whether a bypass trust can allocate funds for educational programs abroad is a surprisingly common one for …
Can a bank or charity serve as trustee of the trust?
The question of who can serve as trustee is central to effective estate planning, and the answer is definitively yes, …
Are there penalties for not following the trust terms?
Navigating the world of trusts can be complex, and a frequent concern for beneficiaries and trustees alike is understanding the …