Can I provide financial relief for caretakers of special-needs family members?
The question of financially supporting family members who dedicate their lives to caring for individuals with special needs is a …
Point Loma Estate Planning Law
Can I set incentives for homeownership over renting?
The question of incentivizing homeownership versus renting is complex, laden with financial, legal, and personal considerations, and frequently discussed within …
Can a trust provide funds for cultural or religious activities?
Absolutely, a trust can be meticulously designed to allocate funds specifically for cultural or religious activities, reflecting the grantor’s values …
Can I mandate eco-friendly practices in all trust-supported purchases?
The question of incorporating environmental, social, and governance (ESG) factors, or specifically eco-friendly practices, into trust-supported purchases is becoming increasingly …
Can an irrevocable trust own livestock or farm equipment?
Yes, an irrevocable trust can absolutely own livestock and farm equipment, but it requires careful planning and consideration to ensure …
Can the bypass trust set aside funds for estate taxes at the second death?
The bypass trust, now more commonly referred to as an A-B trust or a credit shelter trust, is a powerful …
Can the bypass trust reimburse beneficiaries for pre-approved education loans?
The question of whether a bypass trust can reimburse beneficiaries for pre-approved education loans is a common one for Ted …
Can the bypass trust provide annual distributions regardless of income needs?
The bypass trust, also known as a B trust or a credit shelter trust, is a powerful estate planning tool …
Can the bypass trust include a clause to delay distributions after remarriage?
The question of incorporating a delay in distributions within a bypass trust following remarriage is a nuanced one, and the …
Can the bypass trust fund continuing education programs?
The question of whether a bypass trust can fund continuing education programs is a common one for families planning for …