Can a bypass trust help shield wealth from future legislative tax changes?
The question of protecting wealth from unpredictable tax laws is increasingly relevant, and bypass trusts, also known as exemption trusts …
Can I provide income replacement for caregivers in my family?
The question of financially supporting family caregivers is becoming increasingly prevalent as the population ages and the demands on informal …
Can a CRT support a nonprofit media outlet?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, and while often associated with traditional charities like hospitals or universities, …
What fiduciary duties apply to co-trustees of a testamentary trust?
Co-trustees of a testamentary trust, established through a will, shoulder significant legal and ethical responsibilities, collectively known as fiduciary duties. …
Can a testamentary trust protect against creditors?
A testamentary trust, established through a will and taking effect after death, offers a degree of creditor protection, though it’s …
Can a testamentary trust enforce an annual audit of trust assets?
A testamentary trust, created through a will and taking effect after death, absolutely can – and often should – enforce …
What is a marital testamentary trust?
A marital testamentary trust, established through a will, is a powerful estate planning tool designed to provide for a surviving …
Can I mandate shared trust governance between family lines?
The question of whether you can mandate shared trust governance between family lines is a complex one, deeply rooted in …
Can I change my estate plan after it’s been finalized?
Yes, absolutely you can, and in fact, it’s quite common and often *necessary* to update your estate plan as life …
Can I prohibit use of trust property as loan collateral?
As an estate planning attorney in San Diego, I frequently encounter clients concerned about the security of assets held in …