Can I mandate annual skills assessments for beneficiaries?
Determining if you can mandate annual skills assessments for beneficiaries is a complex question deeply rooted in the specifics of …
Point Loma Estate Planning Law
Can a bypass trust reimburse expenses tied to estate litigation?
The question of whether a bypass trust—also known as a credit shelter trust—can reimburse expenses related to estate litigation is …
Can I protect foreign-held assets through U.S.-based estate planning?
Yes, it is absolutely possible to protect foreign-held assets through strategic U.S.-based estate planning, however, it requires careful consideration of …
Can I establish income tiers for different classes of beneficiaries?
The question of establishing income tiers for different classes of beneficiaries within a trust is a common one for Ted …
Can a trust pay for career counseling or resume development?
Yes, a trust can often pay for career counseling or resume development, but it depends heavily on the terms outlined …
What are the limitations of a testamentary trust for real estate planning?
Testamentary trusts, created within a will, offer a convenient way to manage assets, including real estate, after one’s passing. However, …
What are the disadvantages of a testamentary trust?
Testamentary trusts, created within a will and taking effect after death, offer a powerful tool for estate planning, allowing for …
What are the banking compliance requirements for testamentary trust accounts?
Testamentary trusts, established through a will and coming into effect after death, present unique banking compliance challenges. Unlike living trusts, …
What are examples of trustee misconduct?
Trusts are vital tools for estate planning, offering a mechanism to manage and distribute assets according to a grantor’s wishes. …
Should I Wait Until Retirement to Make a Trust?
The question of when to establish a trust is a common one for individuals planning for their financial future. Many …