Can a bypass trust create a microloan program for family business ventures?
A bypass trust, also known as a Section 6168 trust, is a sophisticated estate planning tool designed to shield assets …
Point Loma Estate Planning Law
Can I offer financial match programs for philanthropic initiatives?
Philanthropic endeavors are at the heart of many San Diegans’ desires to leave a lasting legacy, and increasingly, individuals and …
Can a bypass trust be amended or revoked?
A bypass trust, also known as a credit shelter trust or an AB trust, is a powerful estate planning tool …
Can the trust require cultural competency training for trustees?
The modern estate planning landscape increasingly recognizes the importance of cultural sensitivity and understanding, and yes, a trust *can* absolutely …
How does a testamentary trust compare to joint tenancy?
Testamentary trusts and joint tenancy are both estate planning tools used to transfer assets, but they operate very differently and …
Can I require the trustee to publish a public benefit report annually?
The question of whether you can require a trustee to publish an annual public benefit report is complex, deeply rooted …
Can I require the trustee to invest in low-volatility portfolios?
The question of whether you can require a trustee to invest in low-volatility portfolios is a common one for those …
Can I require the trustee to consult with an advisor?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s crucial to consider how much control …
Can I require the trust to provide startup seed funding?
The question of whether a trust can be compelled to provide seed funding for a startup venture is complex and …
Can I require the charity to use the remainder in a specific way?
The question of directing how a charitable remainder trust’s remaining assets are used is a common one for those planning …