Can a bypass trust shield inheritance from lawsuit judgments?
The question of whether a bypass trust – also known as an AB trust or a credit shelter trust – …
Point Loma Estate Planning Law
Can I direct that my estate support specific political or advocacy causes?
The question of directing estate assets toward political or advocacy causes is a surprisingly complex one, fraught with legal limitations …
Can a bypass trust be structured as a dynasty trust?
The question of whether a bypass trust can be structured as a dynasty trust is increasingly relevant as estate planning …
Can a trustee be sued by a beneficiary?
The short answer is yes, a trustee can absolutely be sued by a beneficiary, but it’s not a simple process …
Can I limit distributions to net-zero lifestyle adopters?
The question of whether you can limit distributions from a trust to beneficiaries who demonstrably adhere to a “net-zero lifestyle” …
Can my trust be the beneficiary of another trust?
The question of whether your trust can be the beneficiary of another trust is a common one in estate planning, …
Can my estate plan include a grievance process for dissatisfied heirs?
The question of whether an estate plan can incorporate a grievance process for dissatisfied heirs is gaining traction as families …
Can my estate fund climate change adaptation for family property?
The question of incorporating climate change adaptation into estate planning is increasingly relevant, particularly for those with family properties they …
Can I write a letter of wishes to accompany my testamentary trust?
The question of whether you can, and should, write a letter of wishes to accompany your testamentary trust is a …
Can I use the trust to promote environmental or ethical values?
The question of whether a trust can be used to promote environmental or ethical values is increasingly common, reflecting a …