Can a bypass trust reduce the size of my probate estate?
Absolutely, a bypass trust, also known as an AB trust or credit shelter trust, is a powerful estate planning tool …
Point Loma Estate Planning Law
What are the pros and cons of using a professional trustee?
Navigating the world of trusts and estate planning can be complex, and one crucial decision involves choosing a trustee to …
What kinds of expenses can a testamentary trust legally cover?
A testamentary trust, established through a will and taking effect after death, offers a flexible framework for managing assets for …
Can a trust deny distributions for beneficiaries under investigation?
The question of whether a trust can deny distributions to a beneficiary under investigation is complex, hinging on the specific …
Can a special needs trust fund replacement fees for lost assistive devices?
Navigating the financial landscape for individuals with special needs requires careful planning, and a crucial component of that planning often …
Can I use a testamentary trust to set up conditional travel stipends?
The idea of using a testamentary trust to manage and distribute travel stipends, particularly with conditions attached, is a surprisingly …
Can I use a testamentary trust to manage inheritance for a beneficiary with special needs?
Planning for the future of a loved one with special needs requires careful consideration, particularly when it comes to managing …
Can I use a testamentary trust to direct future philanthropic missions?
The idea of continuing one’s philanthropic efforts beyond their lifetime is a powerful one, and testamentary trusts offer a compelling …
Can I use a testamentary trust in combination with a revocable trust?
The interplay between testamentary trusts and revocable living trusts is a common planning strategy employed by estate attorneys like Ted …
Can I use a revocable trust to manage debt?
The question of whether a revocable trust can be used to manage debt is a common one for individuals exploring …