Can a trust be managed entirely online?
The digital age has brought about remarkable advancements in how we manage nearly every aspect of our lives, and estate …
Point Loma Estate Planning Law
Can the trust set a ceiling on the number of beneficiaries who may access principal?
Yes, a trust absolutely can, and often should, set a ceiling, or limitation, on the number of beneficiaries who may …
Can a bypass trust include funding for elder care facilities?
The question of whether a bypass trust can include funding for elder care facilities is a common one, and the …
Can a testamentary trust be drafted to act in tandem with a revocable living trust?
Yes, a testamentary trust can absolutely be drafted to work in tandem with a revocable living trust, and in many …
Can I add a clause requiring investment in green infrastructure projects?
Absolutely, a clause requiring investment in green infrastructure projects can be added to a trust, allowing your values to guide …
Can a bypass trust receive assets via disclaimer by the surviving spouse?
The question of whether a bypass trust—also known as a B-trust—can receive assets via disclaimer by the surviving spouse is …
Can a bypass trust provide income support for creative sabbaticals?
The question of funding a creative sabbatical through a bypass trust is becoming increasingly relevant as more individuals prioritize personal …
Can a bypass trust provide financial protection for a disabled child?
The question of protecting a disabled child’s financial future is paramount for many parents, and bypass trusts, often called special …
Can a bypass trust preserve assets for children from a prior marriage?
The question of preserving assets for children from a prior marriage is a common concern for blended families, and a …
Can a bypass trust pay for long-term care expenses?
The question of whether a bypass trust can cover long-term care expenses is a common one for individuals planning their …