Can the trust cover accessible tourism costs for educational trips?
Establishing a trust allows for the careful management of assets to benefit a designated beneficiary, and increasingly, those assets can …
Point Loma Estate Planning Law
Can a special needs trust include media subscriptions that improve cognitive function?
The question of whether a special needs trust (SNT) can include media subscriptions designed to enhance cognitive function is a …
Can I tie distribution increases to verified charitable contributions?
Absolutely, it is possible, and increasingly popular, to structure trust distributions to incentivize charitable giving, though careful planning is essential …
Can the bypass trust purchase real property in the name of a minor beneficiary?
The question of whether a bypass trust can purchase real property in the name of a minor beneficiary is complex …
Can a special needs trust coexist with a guardianship?
The coexistence of a special needs trust and a guardianship is a complex but frequently utilized arrangement, often necessary for …
Can a bypass trust be funded by community property with proper agreements?
The question of whether a bypass trust, also known as a marital trust, can be funded with community property is …
Can a bypass trust be created for unmarried partners?
The question of whether a bypass trust, also known as a credit shelter trust, can be established for unmarried partners …
Can a bypass trust allow for inflation-adjusted distributions?
The question of whether a bypass trust – also known as a credit shelter trust or A-B trust – can …
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 …
Are there templates for revocable trusts?
The question of whether templates exist for revocable living trusts is common, and the short answer is yes, they do. …