Can I include non-family members as observers in trust decision-making?
The question of including non-family members in trust decision-making is surprisingly common, and the answer is nuanced, hinging on the …
Point Loma Estate Planning Law
Can a bypass trust include an equity clause for equal gender representation among trustees?
The question of whether a bypass trust can include an equity clause mandating equal gender representation among trustees is a …
Can a testamentary trust prevent cohabiting partners from receiving funds?
A testamentary trust, established through a will, offers a powerful mechanism for controlling the distribution of assets after death, and …
Can I leave funds for religious pilgrimage or tradition-based travel?
Yes, you absolutely can leave funds for religious pilgrimage or tradition-based travel within your estate plan, and it’s becoming increasingly …
Can a trust be converted from first-party to third-party?
The transition from a first-party (also known as self-settled) trust to a third-party trust is a complex legal maneuver with …
Can a bypass trust help reduce estate taxes for married couples?
The question of minimizing estate taxes is paramount for many married couples planning for the future, and a bypass trust …
Can a bypass trust fund the construction of an ADU for caregiving relatives?
The question of whether a bypass trust can fund the construction of an Accessory Dwelling Unit (ADU) for caregiving relatives …
Can a bypass trust fund contributions to a child’s Roth IRA?
The question of whether a bypass trust can fund contributions to a child’s Roth IRA is a complex one, deeply …
Can a bypass trust distribute principal to my children?
The question of whether a bypass trust, also known as an “A-B trust” or a “QTIP trust” (Qualified Terminable Interest …
Can a bypass trust distribute assets in unequal portions among heirs?
The question of whether a bypass trust can distribute assets in unequal portions among heirs is a common one for …