Can I use an irrevocable trust to support lifelong education?
The question of whether an irrevocable trust can be utilized to fund lifelong education is a common one, and the …
Point Loma Estate Planning Law
Can a bypass trust allow for inflation-adjusted distributions?
The question of whether a bypass trust – also known as a credit shelter trust – can provide inflation-adjusted distributions …
Are there annual maintenance requirements for my trust?
Yes, even after a trust is established, it’s not a ‘set it and forget it’ situation; regular maintenance is crucial …
Can I require income payments be used only for primary residence expenses?
The question of restricting the use of income payments from a trust to solely cover primary residence expenses is a …
Can a special needs trust provide financial literacy classes for trustees?
The question of whether a special needs trust can fund financial literacy classes for trustees is a pertinent one, particularly …
How does an irrevocable trust help with Medicaid planning?
Navigating the complexities of long-term care costs and potential Medicaid eligibility is a significant concern for many families in San …
How does a testamentary trust work in community property states?
Testamentary trusts, established within a will, offer a powerful estate planning tool, particularly when navigating the complexities of community property …
How does a testamentary trust affect the probate timeline?
Testamentary trusts, created within a last will and testament, are powerful estate planning tools, but they introduce a layer of …
How do you account for inflation in long-term testamentary trust planning?
Testamentary trusts, established through a will and taking effect after death, are powerful tools for long-term wealth management, particularly for …
How do state-specific inheritance tax exemptions impact testamentary trusts?
Testamentary trusts, created within a will and taking effect upon death, are powerful estate planning tools, but their effectiveness is …