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Can a CRT accept donations from more than one individual?

June 1, 2025 by admin

Certainly, a Charitable Remainder Trust (CRT) can absolutely accept donations from multiple individuals, and in fact, it’s a common and …

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Can I require use of certain financial apps to receive payouts?

June 1, 2025 by admin

The question of whether an estate planning attorney like Steve Bliss can *require* the use of specific financial apps for …

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Can I use a living trust in place of a power of attorney?

June 1, 2025 by admin

While both living trusts and powers of attorney are essential estate planning tools, they serve distinct purposes and cannot simply …

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Can a trust protector change beneficiaries?

June 1, 2025 by admin

The role of a trust protector is a relatively modern innovation in estate planning, designed to offer flexibility to trusts …

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Can a CRT support an alumni program at a school or college?

June 1, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to a charity while retaining …

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  • The San Diego sun beat down on Maria’s shoulders as she sorted through a box of old photographs, each one a painful reminder of her husband, David. He had passed unexpectedly six months ago, leaving her with a tangled web of assets, debts, and a profound sense of loss. She hadn’t realized the extent of the legal complexities involved in settling his estate, and now, she was facing mounting legal fees and the agonizingly slow process of probate court. She wished they had taken the advice of a revocable living trust attorney near San Diego – specifically, near their 92103 zip code – years ago, but it was too late now.

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