Can I serve as trustee of my spouse’s bypass trust?
The question of whether you can serve as trustee of your spouse’s bypass trust, also known as a credit shelter …
Point Loma Estate Planning Law
Can a special needs trust offer co-living stipends for shared accessibility services?
The question of whether a special needs trust can offer co-living stipends for shared accessibility services is becoming increasingly relevant …
Can estate planning be used to avoid guardianship proceedings?
Estate planning, while often associated with wills and wealth distribution, plays a surprisingly significant role in proactively avoiding the often …
Can I make quarterly disbursements conditional on market performance?
The question of whether you can structure quarterly disbursements from a trust, or estate, contingent upon market performance is a …
Can a bypass trust operate under the laws of a different state for tax purposes?
The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust, can operate …
Can I create a trust for a specific goal, like education or travel?
The question of whether you can create a trust for a specific goal, such as funding education or facilitating travel, …
Can I create a testamentary trust that benefits a charity?
The question of whether one can establish a testamentary trust to benefit a charity is a common one for estate …
Can I create a special needs trust online?
The question of whether you can create a special needs trust online is increasingly common, especially with the proliferation of …
Can I create a restorative funding pool for socially impactful projects?
The concept of a restorative funding pool – a dedicated financial resource designed to support projects with positive social impact …
Can I create a lifetime gifting plan to fund a special needs trust?
The question of whether one can create a lifetime gifting plan to fund a special needs trust is a common …