Can a trust pay for moving expenses to accessible housing?
As a San Diego estate planning attorney, I often field questions about the flexibility of trusts and how they can …
Point Loma Estate Planning Law
Can a bypass trust preserve assets for children from a prior marriage?
A bypass trust, also known as a B trust or a credit shelter trust, is a powerful estate planning tool …
Can I tie trust distributions to economic conditions?
Yes, it is absolutely possible, and increasingly common, to tie trust distributions to economic conditions, allowing for flexibility and responsiveness …
Can a bypass trust continue if the surviving spouse becomes incapacitated?
A bypass trust, also known as a credit shelter trust or an A-B trust, is a valuable estate planning tool …
How do I choose a trustee?
Selecting a trustee is one of the most critical decisions in estate planning, as this individual will be responsible for …
Can the trust be created within a joint revocable trust document?
The question of whether a trust can be created within a joint revocable trust document is a common one for …
Can the trust assist with debt management services for the beneficiary?
The question of whether a trust can assist with debt management services for a beneficiary is multifaceted and hinges heavily …
Can the trust allow conditional disbursements tied to mental health treatment?
The question of whether a trust can allow conditional disbursements tied to mental health treatment is a complex one, deeply …
Can the trust adopt a long-term horizon approach to investing?
The ability for a trust to adopt a long-term investment horizon is a cornerstone of effective wealth preservation and growth, …
Can the surviving spouse be a co-trustee of a bypass trust?
The question of whether a surviving spouse can serve as a co-trustee of a bypass trust, also known as a …