Can a bypass trust provide funding for professional certifications?
Bypass trusts, also known as exemption trusts, are powerful estate planning tools designed to maximize the use of federal and …
Point Loma Estate Planning Law
Can I limit access to trust records for certain parties?
The question of controlling access to trust records is a common one for individuals establishing trusts, and the answer is …
Can a testamentary trust specify use of ethical banking institutions?
Testamentary trusts, established through a will and taking effect after death, offer a degree of control over asset distribution even …
Can a special needs trust support organizational memberships tied to the disability?
The question of whether a special needs trust (SNT) can cover organizational memberships related to a beneficiary’s disability is a …
Can I consolidate my assets into one trust?
The question of whether you can consolidate your assets into one trust is a common one for individuals engaging in …
Can the Trust Pay for Estate Management Software?
The question of whether a trust can pay for estate management software is a common one for Ted Cook, a …
Can the trust pay for conflict resolution training or mediation?
The question of whether a trust can pay for conflict resolution training or mediation is surprisingly common, and the answer, …
Can the trust pay for administrative or legal expenses with trust income?
Navigating the financial aspects of a trust, especially concerning administrative and legal expenses, is a common question for trustees and …
Can the Trust Own a Conservation Easement?
The question of whether a trust can own a conservation easement is a surprisingly complex one, rooted in property law, …
Can the trust match charitable giving by beneficiaries?
The question of whether a trust can match charitable giving by beneficiaries is a nuanced one, deeply intertwined with the …