Can I plan to avoid disputes between co-trustees?
Co-trustees, while intended to provide balanced oversight of a trust, can unfortunately become sources of conflict. The potential for disagreement …
Point Loma Estate Planning Law
Can I name a tech advisor to support digital asset management in the trust?
The question of integrating digital asset management into estate planning is rapidly evolving, and yes, you can certainly name a …
Can I use estate planning to formalize informal lending among family members?
The practice of families informally lending money to one another is surprisingly common, often built on trust and a desire …
Can I include transition-out planning when the beneficiary reaches retirement age?
Transition-out planning, incorporating provisions for when a trust beneficiary reaches retirement age, is not only possible but often a crucial …
Can I build donor legacy milestones into a CRT agreement?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing donors to receive income during their lifetime while designating a …
Can a bypass trust be funded by retirement account proceeds?
The question of whether a bypass trust—also known as a generation-skipping trust or a dynasty trust—can be funded with retirement …
Can a bypass trust be designed to promote gender parity among heirs?
The question of whether a bypass trust—a sophisticated estate planning tool—can be strategically designed to promote gender parity among heirs …
Can a bypass trust be amended or revoked?
The question of whether a bypass trust, also known as a credit shelter trust, can be amended or revoked is …
Can a bypass trust allocate assets for disaster relief in family emergencies?
The question of whether a bypass trust can allocate assets for disaster relief in family emergencies is a vital one …
Are trusts reviewed by the court?
The question of whether trusts are reviewed by the court is a common one for individuals considering estate planning in …