Can a bypass trust include a privacy agreement for beneficiaries?
The question of whether a bypass trust can incorporate a privacy agreement for its beneficiaries is a complex one, deeply …
Point Loma Estate Planning Law
Can I build in a required transition plan if the trust merges with another?
The question of incorporating a transition plan into a trust agreement when contemplating a potential merger with another trust is …
Can I limit access to trust funds for non-residents of the U.S.?
As an estate planning attorney in San Diego, I frequently encounter questions about the intricacies of trust administration, and the …
Can I name a rotating board of advisors to review the CRT’s social impact?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their increasing complexity necessitates diligent oversight, especially regarding their stated …
Can a bypass trust limit access based on criminal history?
The question of whether a bypass trust can limit access based on criminal history is complex, deeply rooted in both …
Does creating a trust now save money later?
The question of whether establishing a trust now translates to financial savings later is a common one for individuals contemplating …
Does a Testamentary Trust Require Court Supervision?
The question of whether a testamentary trust requires court supervision is a frequent one for individuals planning their estates, and …
Does a revocable trust file its own tax return?
The question of whether a revocable trust files its own tax return is a common one for those establishing estate …
Do Testamentary Trusts Require Annual Reporting?
Testamentary trusts, springing into existence upon the death of the grantor through their will, present unique reporting requirements that often …
Do I need to update my trust if I get married?
Marriage is a significant life event that often necessitates a review of your estate planning documents, particularly your trust. While …