Can I include educational stipends in a testamentary trust?
Testamentary trusts, established through a will, offer a powerful way to manage assets and provide for beneficiaries—and yes, educational stipends …
Point Loma Estate Planning Law
Can a CRT be structured to pause income during certain years?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but the notion of completely “pausing” income distribution for entire years …
Can a special needs trust buy a home for the beneficiary?
The question of whether a special needs trust (SNT) can purchase a home for its beneficiary is a common one, …
Can a special needs trust pay for biometric medication tracking tools?
The question of whether a special needs trust can cover the cost of biometric medication tracking tools is complex, hinging …
Can I freeze trust distributions under certain conditions?
The question of whether trust distributions can be “frozen” is a complex one, deeply rooted in the terms of the …
Can a bypass trust contain a clause to prevent misuse of funds?
The question of whether a bypass trust—also known as a credit shelter trust—can contain clauses to prevent misuse of funds …
Can a bypass trust be used to shield wealth from divorce claims?
The question of whether a bypass trust can shield wealth from divorce claims is complex and highly dependent on state …
Can a bypass trust be used to hold inherited farmland?
The question of utilizing a bypass trust – also known as an AB trust – to hold inherited farmland is …
Can a bypass trust be used to avoid probate for certain assets?
The question of avoiding probate is central to many estate planning discussions, and bypass trusts, also known as ABC trusts, …
Can a bypass trust be terminated if asset value drops below a set floor?
The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—can be terminated due …