Can I include rotating governance models in trust bylaws?
The question of incorporating rotating governance models within trust bylaws is becoming increasingly relevant as families and individuals seek more …
Point Loma Estate Planning Law
Can a trustee also be a beneficiary in a testamentary trust?
Yes, a trustee can also be a beneficiary in a testamentary trust, although there are important considerations and potential limitations …
Can I add flexible caps for disbursements during inflation spikes?
The question of incorporating flexible caps for disbursements within a trust, especially during periods of high inflation, is increasingly relevant …
Can a bypass trust fund food security programs for rural family property?
The question of whether a bypass trust can impact eligibility for food security programs, particularly for rural families with significant …
Can I set a minimum age for beneficiaries to receive assets?
Yes, you absolutely can set a minimum age for beneficiaries to receive assets, and it’s a remarkably common and prudent …
Can a bypass trust contain clauses for staggered disbursements over decades?
The question of whether a bypass trust—also known as a “B” trust—can contain clauses for staggered disbursements over decades is …
Can a bypass trust be used to provide income to a charitable remainder trust?
The interplay between bypass trusts and charitable remainder trusts (CRTs) represents a sophisticated estate planning technique, allowing for both significant …
Can a bypass trust be used to hold foreign real estate?
The question of whether a bypass trust – also known as a credit shelter trust – can hold foreign real …
Can a bypass trust be used in states with no estate tax?
The concept of a bypass trust, also known as an AB trust or credit shelter trust, often evokes images of …
Can a bypass trust be terminated by court petition if obsolete?
The question of whether a bypass trust—also known as a credit shelter trust—can be terminated by court petition if it’s …