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Point Loma Estate Planning Law
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Can I fund a Charitable Remainder Trust with restricted stock?
Yes, you can generally fund a Charitable Remainder Trust (CRT) with restricted stock, but it’s a bit more complex than …
Can my trust receive money from a life insurance payout?
Yes, a trust can absolutely receive funds from a life insurance payout, and it’s a commonly used estate planning strategy, …
Can a special needs trust distribute funds on a monthly schedule?
Yes, a special needs trust can absolutely distribute funds on a monthly schedule, and in many cases, that is the …
Are there penalties for not following the trust terms?
Yes, there can be significant penalties for not adhering to the terms outlined in a trust document, ranging from financial …
Can a trust guarantee down payments for home purchases?
The question of whether a trust can guarantee down payments for home purchases is complex, and the answer isn’t a …
Can I designate a different investment advisor for each asset class?
The question of whether you can designate different investment advisors for each asset class within a trust is a common …