Can I require professional asset managers for my bypass trust?
The question of whether to engage professional asset managers for a bypass trust—also known as a credit shelter trust or …
Point Loma Estate Planning Law
Can estate planning include plans for foster children?
Yes, estate planning can absolutely include provisions for foster children, though it requires careful consideration and legal expertise to ensure …
Can you create a trust in one state if your property is in another?
The question of whether you can create a trust in one state while owning property in another is a common …
Can I add new beneficiaries to the trust?
Trusts are powerful estate planning tools, but they aren’t static documents; life changes, and sometimes you want to include new …
Can a bypass trust subsidize relocation costs for heirs impacted by climate change?
The escalating impacts of climate change are forcing individuals and families to make difficult decisions about where they can safely …
Can I embed lifetime caps for individual beneficiaries?
The question of embedding lifetime caps for individual beneficiaries within a trust is a common one, particularly for clients of …
Can I Donate Timberland or Mineral Rights to a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive an immediate income tax deduction, …
Can I Disqualify Heirs Based on Conflicts with Community Goals?
The question of whether you can disqualify heirs based on conflicts with your community goals is complex and touches upon …
Can I disinherit someone by omission in the trust?
The question of whether you can disinherit someone simply by not including them in your trust is a surprisingly common …
Can I direct the trust to maintain ownership of certain legacy assets?
The question of directing a trust to maintain ownership of legacy assets—those cherished possessions, family heirlooms, or historically significant items—is …