Can I exclude certain heirs from bypass trust benefits?
The question of whether you can exclude specific heirs from benefiting from a bypass trust—also known as a credit shelter …
Point Loma Estate Planning Law
Can a bypass trust include biometric security for accessing trust documentation?
The integration of biometric security into access controls for trust documentation within a bypass trust is a rapidly evolving area, …
Can the trust include a reserve fund for beneficiary emergencies?
Absolutely, a trust can—and often should—include a reserve fund for beneficiary emergencies, providing a crucial safety net for unexpected life …
Can the trust require all distributions be approved by a family advisor?
Absolutely, a trust can absolutely require all distributions to be approved by a designated family advisor, and in many cases, …
Can the CRT limit support to programs within a specific zip code?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I require the charity to provide program-specific updates to my heirs?
Planning for the future often extends beyond our lifetimes, and many individuals wish to ensure their philanthropic intentions continue as …
Can I require that the trust fund health tracking devices for dependents?
The question of incorporating health tracking device requirements into a trust fund for dependents is increasingly relevant in today’s health-conscious …
Can I require that no single investment exceed a certain percentage of the portfolio?
Absolutely, and it’s a remarkably astute question for anyone establishing a trust, especially a revocable living trust through a San …
Can I require that beneficiaries not cohabitate without marriage to qualify?
The question of whether you can require beneficiaries to be married to receive trust distributions, or conversely, disqualify them for …
Can I require tax-preparer sign-off before distributions?
The question of whether you can require tax-preparer sign-off before distributions from a trust is a complex one, deeply rooted …