Can I coordinate my bypass trust with other heirs’ trusts for long-term strategy?
Coordinating a bypass trust, also known as a credit shelter trust or an AB trust, with the trusts of other …
Point Loma Estate Planning Law
Can the trust mandate background checks for successor trustees?
Absolutely, a trust can, and in many cases *should*, mandate background checks for successor trustees, providing a layer of protection …
Can I limit trust distributions during economic recessions?
The question of whether you can limit trust distributions during economic recessions is a common one for estate planning attorneys …
Can I include my business partners in my estate plan?
Yes, you absolutely can, and often should, include your business partners in your estate plan, though it requires careful consideration …
Can I prevent trust assets from being divided in a divorce?
Divorce proceedings can be incredibly complex, especially when assets held in trusts are involved, and the question of whether trust …
Can I appoint an investment committee to oversee CRT assets?
Creating and funding a Charitable Remainder Trust (CRT) is a significant step in philanthropic planning, but once established, effectively managing …
Can I appoint a healthcare proxy without a power of attorney?
The question of whether you can appoint a healthcare proxy without also establishing a power of attorney is a common …
Can I allow unequal income distributions among surviving children?
The question of whether you can allow unequal income distributions among surviving children within a trust is a common one …
Can I allow the trustee to loan funds to beneficiaries under strict terms?
The question of whether a trustee can loan funds to beneficiaries is a common one, especially within the framework of …
Can I allow reallocation of real property between branches of the family?
The question of reallocating real property within a family, particularly through a trust, is remarkably common, and thankfully, usually quite …