Can I create a philanthropic sub-fund within the bypass trust?
The question of establishing a philanthropic sub-fund within a bypass trust, also known as a credit shelter trust or a …
Point Loma Estate Planning Law
Can a bypass trust include instructions for succession of art or cultural artifacts?
Absolutely, a bypass trust – also known as an AB trust or credit shelter trust – can and often *should* …
Can a revocable trust reduce family conflict after my death?
The question of whether a revocable trust can reduce family conflict after death is a common one for estate planning …
Can I link trust funds to the performance of family investments?
The question of linking trust funds to the performance of family investments is a common one for families seeking to …
Can a bypass trust require financial literacy training for heirs?
The question of whether a bypass trust can require financial literacy training for heirs is gaining traction as estate planning …
Can I designate a conflict resolution expert in the trust?
The question of whether you can designate a conflict resolution expert within a trust is gaining traction as families recognize …
Can I delay inheritance until a beneficiary turns 30?
The question of when a beneficiary receives inherited assets is a common one, particularly for parents and grandparents wanting to …
Can I delay distributions during litigation involving beneficiaries?
Navigating trust distributions while embroiled in beneficiary litigation is a complex undertaking, and a frequent concern for trustees and those …
Can I define exit strategies for trust-owned businesses?
The question of defining exit strategies for businesses held within a trust is a crucial one for estate planning and …
Can I create voting shares among beneficiaries for decision-making?
The concept of “voting shares” among trust beneficiaries, while not a standard legal term, is increasingly sought after by those …