Can I require beneficiaries to file annual taxes before accessing income?
The question of whether you can require beneficiaries to file annual taxes before accessing income from a trust is complex, …
Point Loma Estate Planning Law
Can I leave assets to a trust from another country?
Navigating international estate planning can be complex, but it is absolutely possible to leave assets to a trust located in …
Can a court invalidate my trust?
The creation of a trust is a powerful tool for estate planning, allowing individuals to control their assets even after …
Can I appoint an investment committee to oversee CRT assets?
Community Property Trusts (CPTs), increasingly popular in California estate planning, offer a unique structure for managing assets while providing creditor …
Can a bypass trust pay for advanced caregiving services?
The question of whether a bypass trust can cover advanced caregiving services is a frequent one for estate planning attorneys …
Can a trust reward marriage or parenting milestones?
The question of whether a trust can reward marriage or parenting milestones is a surprisingly common one for Ted Cook, …
Can a trust require quarterly financial planning check-ins?
The question of whether a trust can require quarterly financial planning check-ins is a resounding yes, and increasingly, it’s a …
Can a trust reimburse approved micro-loans made by relatives?
The question of whether a trust can reimburse approved micro-loans made by relatives is a common one, particularly as estate …
Can a trust provide periodic stipends for caregiver appreciation?
The question of whether a trust can provide periodic stipends for caregiver appreciation is a surprisingly common one, particularly as …
Can a trust provide forgivable loans for education?
The concept of utilizing a trust to provide forgivable loans for education is becoming increasingly popular, particularly as the cost …