Can a trust delay inheritance if beneficiaries are in bankruptcy?
The question of whether a trust can delay inheritance to beneficiaries involved in bankruptcy is complex, hinging on the trust’s …
Point Loma Estate Planning Law
Can I place limitations on how often distributions are requested?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their assets are distributed responsibly …
Can I link trust performance to environmental sustainability metrics?
The question of whether trust performance can be linked to environmental sustainability metrics is increasingly relevant as investors and beneficiaries …
Can I prevent assets from being sold without a formal vote?
Navigating the complexities of trust administration and asset protection requires careful planning, and a common concern for beneficiaries and trustees …
Can a bypass trust contain clauses for staggered disbursements over decades?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …
Can a bypass trust reimburse expenses tied to estate litigation?
The question of whether a bypass trust—also known as a marital trust or an A-B trust—can reimburse expenses tied to …
Can a bypass trust provide support for a beneficiary with substance abuse issues?
The question of whether a bypass trust can effectively support a beneficiary struggling with substance abuse is complex, demanding careful …
Can a bypass trust provide funding for professional certifications?
The question of whether a bypass trust can fund professional certifications is a common one, particularly amongst beneficiaries seeking to …
Can a bypass trust protect assets from my spouse’s future remarriage?
The question of asset protection in the event of a spouse’s remarriage is a surprisingly common concern for individuals establishing …
Can a bypass trust pay for private religious schooling?
The question of whether a bypass trust can fund private religious schooling is complex, hinging on the specifics of the …