Can I name different trustees for different types of assets?
The question of whether you can name different trustees for different types of assets is a common one, and the …
Point Loma Estate Planning Law
Can a bypass trust require a beneficiary to attend counseling before receiving funds?
The question of whether a bypass trust can require a beneficiary to attend counseling before receiving funds is complex, hinging …
Can the trust pay for performance-based bonuses to caregivers?
Navigating the complexities of trust administration often brings up unique questions, and the possibility of compensating caregivers through performance-based bonuses …
Can the trust help the beneficiary establish credit?
Establishing credit can be a significant hurdle for many, particularly for those new to the financial system or those who …
Can I reward entrepreneurial activity through trust incentives?
The question of incentivizing entrepreneurial spirit within a trust is increasingly relevant as wealth transfer strategies evolve, and as families …
Can a testamentary trust be used to reduce inheritance disputes?
Inheritance disputes are sadly common, tearing families apart after the loss of a loved one. Approximately 30-50% of families experience …
Can a testamentary trust be used to equalize inheritance among children?
The question of fairly distributing assets among children is a common concern for estate planning, and a testamentary trust offers …
Can a testamentary trust be used in estate equalization?
Estate equalization, the process of fairly distributing assets among heirs, can be surprisingly complex, especially when dealing with unequal values …
Can a testamentary trust be terminated early?
Testamentary trusts, created within a will and taking effect after death, offer a structured way to manage assets for beneficiaries. …
Can a testamentary trust be created after death by the court?
The concept of a testamentary trust is intrinsically linked to estate planning and the wishes outlined in a last will …