Can I direct how specific items are distributed through a testamentary trust?
Yes, you absolutely can direct how specific items are distributed through a testamentary trust, and in fact, that’s one of …
Can a bypass trust distribute assets unevenly among beneficiaries?
The short answer is yes, a bypass trust, also known as a credit shelter trust or a B trust, can …
Can a bypass trust include charitable beneficiaries?
The question of whether a bypass trust – also known as a QTIP trust or marital trust – can include …
Can I require trustees to maintain professional liability insurance?
As a foundational element of sound estate planning, many individuals establishing trusts understandably wonder about safeguarding the assets within those …
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 …
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 …
What’s the best way to initiate help with an estate planning lawyer near by?
The phone buzzed incessantly, startling me awake. It was my sister, Sarah, her voice trembling with anxiety. “Dad just passed …