Can a bypass trust provide financial protection for a disabled child?
Navigating the financial future for a child with disabilities requires careful planning, and bypass trusts—also known as special needs trusts—are …
Point Loma Estate Planning Law
Can a special needs trust cover the cost of curated health education content?
The question of whether a special needs trust can cover the cost of curated health education content is a multifaceted …
Can a bypass trust manage cryptocurrency holdings?
The question of whether a bypass trust can manage cryptocurrency holdings is becoming increasingly relevant as digital assets gain mainstream …
Can I implement a trust blackout period during family litigation?
The question of temporarily pausing distributions from a trust during family legal battles—often termed a “blackout period”—is a complex one, …
Can I use a testamentary trust to fund an annual event or tradition?
Testamentary trusts, created within a will, offer a powerful tool for estate planning, but their application to funding ongoing events …
What are common reasons courts modify trusts?
Trusts are generally considered sacrosanct legal documents, designed to carry out the grantor’s wishes with minimal judicial interference. However, life …
Should I Update My Trust When I Buy Property?
The question of whether to update your trust when you buy property is a common one for Ted Cook, a …
Should I notify benefit agencies when funding the trust?
Establishing a trust is a significant step in estate planning, providing a structured way to manage and distribute assets. However, …
Is Trustee Compensation Tax-Deductible?
The question of whether trustee compensation is tax-deductible is surprisingly complex, heavily dependent on the type of trust, the trustee’s …
Is it possible to create a tiered system of beneficiaries within a testamentary trust?
The creation of a tiered system of beneficiaries within a testamentary trust is not only possible, but a rather common …