What is a pour-over will and why is it used with a trust?
A pour-over will is a legal document designed to transfer any assets remaining outside of a trust into that trust …
Point Loma Estate Planning Law
Can I set up a bypass trust to make income-based distributions?
The question of whether you can establish a bypass trust, also known as a credit shelter trust, designed to distribute …
Can a special needs trust subsidize peer-to-peer mentorship tools for disability support?
The question of whether a special needs trust can subsidize peer-to-peer mentorship tools for disability support is increasingly relevant as …
Can I create a reporting dashboard for all distributions made from the trust?
Creating a comprehensive reporting dashboard for trust distributions is not only possible but increasingly essential for transparency, accountability, and effective …
Can a testamentary trust apply to out-of-state property?
Yes, a testamentary trust established in a will can generally apply to out-of-state property, however, it requires careful planning and …
Can the trust cover digital copyright registration for creative work?
The question of whether a trust can cover digital copyright registration for creative work is increasingly relevant in our digitally-driven …
Can the trust buy or sell assets on its own?
The question of whether a trust can independently buy or sell assets is a central one for anyone establishing or …
Can the trust be used to retain expert witnesses in legal matters involving the beneficiary?
The question of whether a trust can be used to retain expert witnesses in legal matters involving a beneficiary is …
Can the trust be used to help the beneficiary with volunteering costs?
The question of whether a trust can cover a beneficiary’s volunteering costs is surprisingly common, and the answer, as with …
Can the trust be used for disability-focused leadership training?
The question of whether a trust can be utilized for disability-focused leadership training is a multifaceted one, deeply rooted in …