Can a bypass trust fund only post-secondary education?
A bypass trust, also known as an education trust, is a powerful estate planning tool designed to provide funds for …
Point Loma Estate Planning Law
Can I assign a family historian to manage legacy communications?
The question of whether to assign a family historian to manage legacy communications, particularly regarding estate planning and the transmission …
Can I use a CRT to fund my favorite nonprofit’s endowment?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool that allows you to support your favorite nonprofit’s endowment …
Can I set up the trust to sell assets upon specific events?
Absolutely, a trust can be meticulously designed to automatically sell assets when predetermined events occur, offering a powerful tool for …
Can a bypass trust allocate funds for travel required by family obligations?
The question of whether a bypass trust can allocate funds for travel related to family obligations is a common one …
Can I plan for financial emergencies in my estate plan?
Estate planning is often viewed as a preparation for the inevitable—death and the distribution of assets. However, a robust estate …
Can I place limitations on how often distributions are requested?
The question of controlling distribution requests within a trust is a surprisingly common one for Ted Cook, a San Diego …
Can I place a pet trust within an irrevocable trust?
The question of whether you can establish a pet trust within an irrevocable trust is a common one for animal …
Can I Penalize Inactivity or Idleness with Distribution Delays?
The question of whether a trustee can penalize beneficiaries for inactivity or idleness by delaying distributions is complex and heavily …
Can I name my trust as beneficiary of my IRA?
The question of whether you can name a trust as beneficiary of your Individual Retirement Account (IRA) is a common …