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Point Loma Estate Planning Law

Can the bypass trust support creative sabbaticals for artists in the family?

June 2, 2025 by admin

The bypass trust, a powerful estate planning tool, isn’t simply about avoiding estate taxes; it’s a vehicle for long-term financial …

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What are the formalities required to make a trust legally valid?

June 2, 2025 by admin

Establishing a trust is a powerful tool for managing and distributing assets, but it’s crucial to understand that a trust …

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Can a CRT protect assets from creditors?

June 2, 2025 by admin

Creating a trust, specifically an irrevocable trust like a Creditor Protection Trust (CRT), is a complex legal maneuver with the …

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Can I make the trust expire at a certain age or event?

June 2, 2025 by admin

Yes, absolutely you can structure a trust to terminate upon the occurrence of a specific age or event, and this …

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Can a trust pay for job placement services?

June 2, 2025 by admin

Yes, a trust can generally pay for job placement services, but it depends heavily on the terms of the trust …

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Can I be a beneficiary of my own irrevocable trust?

May 9, 2025 by admin

The question of whether you can be a beneficiary of your own irrevocable trust is a surprisingly common one, and …

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Can I avoid double taxation on inherited property?

May 9, 2025 by admin

The question of avoiding double taxation on inherited property is a frequent concern for individuals planning their estates and those …

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Can I authorize drone or satellite monitoring of estate property?

May 9, 2025 by admin

The question of authorizing drone or satellite monitoring of estate property under the umbrella of trust and estate planning is …

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Can I attach social contribution metrics to large distributions?

May 9, 2025 by admin

The question of linking large distributions from trusts to quantifiable social contributions is becoming increasingly popular, particularly among high-net-worth individuals …

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Can I assign successors to pets in a pet trust?

May 9, 2025 by admin

The question of providing for our beloved animal companions after our passing is increasingly common, and fortunately, legally addressed through …

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Recent Posts

  • Can a Bypass Trust be Structured as a Dynasty Trust?
  • Can a special needs trust include protections against financial predators?
  • Can I include personal values or ethics in trust terms?

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