Can a bypass trust allocate separate shares to different family branches?
Absolutely, a bypass trust, also known as a credit shelter trust or a family trust, can be meticulously crafted to …
Point Loma Estate Planning Law
Can estate planning reduce the risk of conservatorship?
Estate planning is often viewed as a tool for managing assets after one’s passing, but its preventative capabilities extend far …
Can I provide different inheritance shares to children from different marriages?
The question of whether you can provide different inheritance shares to children from different marriages is a common one for …
Can a CRT participate in place-based philanthropy strategies?
Charitable Remainder Trusts (CRTs) are often perceived as tools for income and tax benefits for donors, but their potential role …
Is a testamentary trust required to file its own tax return?
A testamentary trust, created through a will and taking effect after death, does indeed often require its own tax return, …
Can I restrict distributions to beneficiaries with poor money management?
The question of whether you can restrict distributions to beneficiaries struggling with financial responsibility is a common one for Ted …
Can I restrict asset transfers between irrevocable trusts?
The question of restricting asset transfers between irrevocable trusts is a common one for individuals engaged in advanced estate planning, …
Can I restrict access to trust financial reports to beneficiaries only?
The question of restricting access to trust financial reports to beneficiaries only is a common and crucial one for those …
Can I restrict access to financial records of the trust?
Establishing a trust is a powerful estate planning tool, but it also introduces considerations regarding financial transparency. While trusts are …
Can I require use of cooperatively owned financial institutions?
The question of whether you can *require* the use of cooperatively owned financial institutions within a trust is complex and …