What is the difference between a living trust and a testamentary trust?
The core distinction between a living trust and a testamentary trust lies in when and how they are created and …
Point Loma Estate Planning Law
Can a bypass trust provide lifetime income to the spouse and then go to charity?
Yes, a bypass trust – also known as a marital trust or a “B” trust – can be structured to …
Can a trust pay for estate planning for the beneficiary?
This is a frequently asked question for those establishing or maintaining trusts, and the answer is nuanced, depending on the …
Can I assign estate performance bonuses to family advisors?
The question of incentivizing family advisors with performance bonuses within estate planning is complex, blending ethical considerations, legal structures, and …
Can I restrict trust payments during periods of political instability?
The question of whether one can restrict trust payments during periods of political instability is complex, heavily reliant on careful …
Can I exclude someone from the trust?
The question of whether you can exclude someone from your trust is a remarkably common one for individuals engaging in …
Can I exclude certain heirs from bypass trust benefits?
The question of excluding specific heirs from the benefits of a bypass trust, also known as a Credit Shelter Trust …
Can I establish protocols for resolving family disagreements?
The question of whether you can establish protocols for resolving family disagreements is not simply a legal one, but a …
Can I establish income tiers for different classes of beneficiaries?
The question of establishing income tiers for different classes of beneficiaries within a trust is a common one for Ted …
Can I establish a rolling trust with automatic renewal conditions?
The concept of a “rolling trust” with automatic renewal, while not a standard legal term, resonates with the idea of …