Can a testamentary trust support an elderly parent?
Testamentary trusts, established through a will and taking effect after death, can indeed be structured to provide ongoing financial support …
Point Loma Estate Planning Law
Can I create income streams for each beneficiary through my plan?
Yes, absolutely, creating income streams for each beneficiary is a central goal of many well-crafted estate plans, and a skilled …
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 …
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 own a limited liability company (LLC)?
The question of whether a bypass trust can own a limited liability company (LLC) is a common one for estate …
Can a bypass trust manage cryptocurrency holdings?
The question of whether a bypass trust can manage cryptocurrency holdings is becoming increasingly relevant as digital assets gain mainstream …
Can a bypass trust incorporate ESG ratings into investment screens?
The question of whether a bypass trust can incorporate Environmental, Social, and Governance (ESG) ratings into its investment screens is …
Can a bypass trust include instructions for elder care of the surviving spouse?
The question of whether a bypass trust can include instructions for elder care of the surviving spouse is a common …
Can a bypass trust include biometric security for accessing trust documentation?
The question of integrating biometric security into a bypass trust, specifically for accessing sensitive trust documentation, is increasingly relevant in …