Can I include an investment advisor in the trust structure?
Establishing a trust is a powerful tool for managing and distributing assets, but many people wonder about the role of …
Point Loma Estate Planning Law
What happens to a testamentary trust if my will is invalidated?
A testamentary trust, created within a will, is a fascinating but vulnerable estate planning tool; its very existence is inextricably …
Can I require the trustee to use fiduciary insurance at all times?
The question of whether you can require a trustee to maintain fiduciary insurance, also known as trustee liability insurance, is …
Can I create a trust that requires investment in ESG funds?
Absolutely, you can create a trust that specifically directs investments into Environmental, Social, and Governance (ESG) funds, reflecting your values …
Can a trustee be removed by court order without beneficiary action?
The question of whether a court can remove a trustee without a direct petition from the beneficiaries is complex, varying …
Can a bypass trust reduce the size of my probate estate?
The question of minimizing probate estate size is a frequent concern for individuals engaged in estate planning, and bypass trusts …
Can a bypass trust provide income to my spouse during their lifetime?
The question of whether a bypass trust – also known as a credit shelter trust or an A-B trust – …
Can a bypass trust provide for emergency legal representation for beneficiaries?
The question of whether a bypass trust can provide for emergency legal representation for beneficiaries is a complex one, deeply …
Can a bypass trust preserve low-basis assets for stepped-up basis later?
The question of whether a bypass trust, also known as a credit shelter trust, can effectively preserve low-basis assets for …
Can a bypass trust pay for major home repairs for a beneficiary?
The question of whether a bypass trust can pay for major home repairs for a beneficiary is nuanced and depends …