Can a special needs trust fund immersive therapy programs abroad with medical approval?
Navigating the financial aspects of care for a loved one with special needs is complex, and the question of utilizing …
Point Loma Estate Planning Law
Can I allocate digital asset royalties to specific heirs?
The question of allocating digital asset royalties to specific heirs is becoming increasingly relevant as our lives move more and …
Can I require a licensed fiduciary to manage distributions?
Yes, you absolutely can, and in many situations, it’s a remarkably prudent decision to require a licensed fiduciary to manage …
Can I limit the number of trust asset sales per year?
The question of limiting asset sales from a trust annually is a common one for those establishing or managing trusts, …
Can I write a letter of wishes to accompany my testamentary trust?
Absolutely, you can—and often should—write a letter of wishes to accompany your testamentary trust, providing guidance to the trustee without …
Can a bypass trust be established by unmarried partners?
The question of whether unmarried partners can establish a bypass trust is a common one, particularly as more couples choose …
Can a bypass trust be created automatically at death?
The question of whether a bypass trust can be created automatically at death is a common one for individuals contemplating …
Can a bypass trust allow limited access to principal during financial hardship?
The question of whether a bypass trust – also frequently called a quarantine trust – can offer access to principal …
Can a bypass trust allocate separate shares to different family branches?
The question of whether a bypass trust – also known as a credit shelter trust – can allocate separate shares …
Can a bank act as a trustee for a testamentary trust?
The question of whether a bank can serve as trustee for a testamentary trust – a trust created through a …