Can a testamentary trust provide for home maintenance or repair?
Yes, a testamentary trust can absolutely provide for home maintenance and repair, and is often a crucial component of estate …
Point Loma Estate Planning Law
How do I make changes to the trust after it’s created?
Once a trust is established, it isn’t set in stone, but making alterations requires careful navigation of legal procedures and …
Can a CRT fund a revolving loan fund managed by a nonprofit?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Can I include a clause requiring trust funds be used for long-term planning software access?
The idea of earmarking trust funds for something as specific as long-term planning software access is certainly novel, and potentially …
Can I shield distributions from divorce claims?
The question of whether distributions from a trust can be shielded from divorce claims is complex and depends heavily on …
Can a bypass trust help preserve my estate tax exemption?
The question of preserving estate tax exemption is paramount for many individuals with substantial assets. As of 2023, the federal …
Can a bypass trust fund public speaking training for heirs?
The question of whether a bypass trust can fund public speaking training for heirs is a surprisingly common one for …
Can a bypass trust fund a multi-generational trust after the surviving spouse passes?
The question of whether a bypass trust, also known as a credit shelter trust or an exemption trust, can fund …
Can a bypass trust distribute income to multiple generations?
The concept of a bypass trust, also known as a generation-skipping trust, is specifically designed to facilitate the transfer of …
Can a bypass trust distribute assets in the form of real estate instead of cash?
The question of whether a bypass trust – also known as a credit shelter trust or an A-B trust – …