Can a bypass trust help prevent disqualification from VA benefits?
The question of protecting Veterans Affairs (VA) benefits while engaging in estate planning is a common concern, and bypass trusts …
Point Loma Estate Planning Law
Can a trust shield my heirs from managing money too early?
The question of whether a trust can shield heirs from managing money too early is a critical one for many …
Can I leave a beneficiary out of my estate plan without legal repercussions?
In California, and generally across the United States, you have significant freedom in deciding how to distribute your assets through …
Can a trust distribute assets in-kind?
Yes, a trust can absolutely distribute assets in-kind, meaning it can transfer ownership of specific property—like real estate, stocks, or …
Can I protect against estate taxes in both my state and federally?
Estate taxes can be a significant concern for individuals with substantial assets, and navigating both state and federal regulations requires …
Can the trust set a ceiling on the number of beneficiaries who may access principal?
The question of whether a trust can limit the number of beneficiaries accessing principal is a common one for Ted …
Can the trust restrict algorithm-based trading systems?
The question of whether a trust can restrict algorithm-based trading systems is increasingly relevant in today’s financial landscape. Traditionally, trusts …
Can the trust require that educational grants be repaid if not completed?
The question of whether a trust can require repayment of educational grants if the beneficiary doesn’t complete their studies is …
Can the trust require evaluations before new therapies are funded?
Special needs trusts are powerful tools for ensuring the long-term care of individuals with disabilities, but navigating the complexities of …
Can the trust reimburse volunteer transportation services?
The question of whether a trust can reimburse volunteer transportation services is multifaceted and hinges on several factors, primarily the …