Can I require regular income reporting from beneficiaries?
As an estate planning attorney in San Diego, I often encounter questions about the ongoing responsibilities associated with trusts, and …
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Can I allow partial early vesting of trust interests for merit-based criteria?
The question of allowing partial early vesting of trust interests based on merit is a fascinating and increasingly relevant one …
Can a trust provide a transportation subsidy instead of a vehicle?
Absolutely, a trust can absolutely provide a transportation subsidy instead of directly gifting a vehicle, and this is becoming an …
Can a bypass trust provide funding for professional certifications?
The question of whether a bypass trust can fund professional certifications is a common one, especially for individuals focused on …
Can a bypass trust prevent disputes among children over inheritance?
Estate planning is often about more than just asset distribution; it’s about preserving family harmony. The potential for disputes amongst …
Can a bypass trust pay for major home repairs for a beneficiary?
The question of whether a bypass trust—also known as a Qualified Personal Residence Trust (QPRT)—can pay for major home repairs …
Can a bypass trust own out-of-state property?
The question of whether a bypass trust, also known as a credit shelter trust or a family trust, can own …
Can a bypass trust offset tax on inherited annuities?
The question of whether a bypass trust can offset tax on inherited annuities is complex and depends heavily on individual …
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 estate planning attorneys …
Can a bypass trust include funding for fertility treatments or adoption?
The question of whether a bypass trust—a common estate planning tool designed to minimize estate taxes while providing for a …