Can a trust offer resilience training during major life shifts?
The question isn’t simply about legal documents, but about building a framework for navigating life’s inevitable storms; a well-crafted trust …
Point Loma Estate Planning Law
Can the trust hold title to jointly owned properties with beneficiaries?
Yes, a trust can absolutely hold title to jointly owned properties with beneficiaries, and it’s a surprisingly common and effective …
Can a bypass trust be structured to avoid foreign reporting requirements?
The question of whether a bypass trust can be structured to avoid foreign reporting requirements is complex and requires careful …
Can the trust provide allowances for self-care and hygiene subscriptions?
Absolutely, a thoughtfully drafted trust can absolutely provide allowances for self-care and hygiene subscriptions, accommodating the evolving needs and preferences …
Can the bypass trust require all trustees to be bonded?
The question of whether a bypass trust—also known as a credit shelter trust or an exemption trust—requires all trustees to …
Can I include video instructions for the trustee’s duties in a CRT?
The question of incorporating video instructions for a trustee’s duties within a Charitable Remainder Trust (CRT) is a surprisingly relevant …
Can I include trust clauses to encourage social inclusion?
The question of incorporating social inclusion provisions within a trust document is gaining traction as estate planning evolves beyond purely …
Can I include terms for property to be maintained off-grid?
The question of incorporating provisions for off-grid property maintenance within a trust is increasingly relevant as individuals seek greater self-sufficiency …
Can I include standards of conduct for representing the family name?
The question of preserving a family’s legacy extends far beyond simply transferring assets; it’s about upholding values, traditions, and the …
Can I include restrictions preventing political lobbying with CRT remainder funds?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …