Can a bypass trust hold art or collectibles?
A bypass trust, also known as a B trust or credit shelter trust, is a powerful estate planning tool designed …
Point Loma Estate Planning Law
Can I include a moral clause restricting use of funds for unethical purposes?
The question of incorporating a “moral clause” into a trust, restricting the use of funds for purposes deemed unethical, is …
Can I make distributions dependent on financial literacy training?
The question of whether to tie distributions from a trust to a beneficiary’s completion of financial literacy training is gaining …
Can I name a succession of guardians for my children?
The question of who will care for your children if something were to happen to you is a deeply emotional …
Can I fund a CRT from earnings through a royalty trust?
The question of whether one can fund a Charitable Remainder Trust (CRT) from earnings generated by a royalty trust is …
Can I avoid guardianship court if I become incapacitated?
The prospect of losing control over one’s affairs due to incapacity is a significant concern for many, and the question …
Can I authorize someone to change terms in my trust after death?
The question of whether you can authorize someone to change the terms of your trust after your death is a …
Can I authorize blended family planning tools in the estate?
The question of incorporating “blended family planning tools” within an estate plan, specifically when dealing with the complexities of second …
Can I assign weighted voting to beneficiaries based on age?
The concept of weighted voting among trust beneficiaries, particularly based on age, is a fascinating intersection of estate planning, family …
Can I assign real-time reporting systems to track trust asset performance?
The question of integrating real-time reporting systems for trust asset performance is increasingly relevant in today’s digitally-driven financial landscape. Traditionally, …