Can a bypass trust receive assets via disclaimer by the surviving spouse?
The question of whether a bypass trust can receive assets via disclaimer by the surviving spouse is a complex one, …
Point Loma Estate Planning Law
What’s the difference between a testamentary trust and an inter vivos trust?
The core distinction between a testamentary trust and an inter vivos trust lies in *when* they are created—one through a …
Can I require annual beneficiary letters to the family?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their wishes are clearly communicated …
Can a special needs trust help pay for assistive listening devices?
Navigating the financial landscape for individuals with special needs requires careful planning, and a key component of that planning often …
Can I create a spendthrift trust to protect irresponsible heirs?
The question of shielding assets from beneficiaries who may not manage them wisely is a common concern for estate planning …
Can I use a charitable remainder trust to support a university or hospital?
The question of utilizing a charitable remainder trust (CRT) to benefit institutions like universities or hospitals is a common one …
Can I use a bypass trust to fund the development of a beneficiary’s nonprofit?
The question of utilizing funds from a bypass trust—also known as an A/B trust—to support a beneficiary’s nonprofit organization is …
Can I transfer the home into a bypass trust during my lifetime?
The question of transferring a home into a bypass trust, also known as an AB trust or credit shelter trust, …
Can I Transfer Airline Miles or Credit Card Points into a Trust?
The question of whether you can transfer airline miles or credit card points into a trust is surprisingly complex, and …
Can I tie trust access to local residency compliance?
The question of whether you can tie trust access to local residency compliance is complex, touching upon the core principles …