Can I include anti-exploitation protections for digital content created by the beneficiary?
The increasing prevalence of digital content creation, from photography and music to software and writing, presents unique challenges for estate …
Point Loma Estate Planning Law
Can I use a CRT to transfer wealth to a blended family while supporting charity?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool that allows you to transfer assets, support charities you …
Can a trust reduce administrative burden on my family?
Absolutely, a trust can significantly lessen the administrative load on your loved ones after you’re gone, or if you become …
Can I add a trust protector to oversee the bypass trust?
The inclusion of a trust protector for a bypass trust—a common estate planning tool designed to maximize the use of …
Can a CRT be used to preserve a historic property?
A Charitable Remainder Trust (CRT) can indeed be a powerful tool for preserving a historic property, offering both financial benefits …
Can a bypass trust make distributions to stepchildren?
The question of whether a bypass trust can make distributions to stepchildren is a common one for Ted Cook, a …
Can a bypass trust include parameters for establishing a family foundation?
The question of whether a bypass trust can include parameters for establishing a family foundation is a nuanced one, but …
Can a bypass trust include financial literacy requirements before disbursement?
The question of whether a bypass trust – also known as a credit shelter trust or a generation-skipping trust – …
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 stipulating equal gender representation among trustees is a …
Can a bypass trust impact my eligibility for Medicaid?
The question of whether a bypass trust impacts Medicaid eligibility is complex and depends heavily on specific state rules and …