Can I require trustees to meet annually with beneficiaries?
As an estate planning attorney in San Diego, I frequently encounter questions about the responsibilities of trustees and the rights …
Point Loma Estate Planning Law
Can I limit trust fund access to beneficiaries with stable employment?
The question of whether to limit trust fund access to beneficiaries based on their employment status is a common one …
Can a trust support online entrepreneurship ventures?
The modern landscape of business increasingly favors digital ventures, with many individuals building successful enterprises entirely online; this naturally leads …
Can a testamentary trust enforce protection of family reputation online?
The digital age presents novel challenges to estate planning, extending beyond the traditional concerns of asset distribution to encompass the …
Can I make the bypass trust subject to the laws of a specific jurisdiction?
The creation of a bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed …
Can a bypass trust restrict any investment in companies with human rights violations?
The question of whether a bypass trust can restrict investments in companies with human rights violations is increasingly relevant as …
Can a bypass trust reduce the size of my taxable estate?
The question of minimizing estate taxes is paramount for many high-net-worth individuals, and a bypass trust – also known as …
Can a bypass trust provide monthly allowances instead of lump sums?
The question of whether a bypass trust – also known as a marital trust or an A-B trust, though less …
Can a bypass trust provide for the upkeep of family burial plots?
The question of whether a bypass trust—also known as a credit shelter trust—can provide for the upkeep of family burial …
Can a bypass trust protect assets from creditors?
The question of whether a bypass trust can shield assets from creditors is complex, demanding a nuanced understanding of trust …