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 …
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 …
Who has jurisdiction over issues involving wills and trusts near me?
The phone slipped from Sarah’s trembling hand, clattering against the hardwood floor. Tears welled up in her eyes, blurring the …
Where can I get a second opinion on my estate plan
The phone slipped from Maria’s grasp, clattering onto the hardwood floor. Her heart hammered against her ribs. “He didn’t leave …
What do I need to know before selecting an estate planning attorney near by
The clock was ticking. John’s father had recently passed away, leaving behind a tangle of paperwork and unanswered questions about …
Who monitors and manages problems with estate planning attorneys near me?
The phone slipped from Margaret’s grasp, clattering onto the hardwood floor. Tears welled up in her eyes as she reread …
Where should I begin my search for a trust attorney?
The late afternoon sun cast long shadows across my desk as I stared at the stack of paperwork. My grandmother …