Can I use a testamentary trust to address addiction concerns?
Testamentary trusts, created within a will, offer a powerful, yet often overlooked, tool for safeguarding inheritances and providing for loved …
Point Loma Estate Planning Law
Can a bypass trust include charitable beneficiaries?
Absolutely, a bypass trust, also known as a QTIP trust (Qualified Terminable Interest Property Trust), can certainly include charitable beneficiaries, …
Can I require the trustee to use a specific investment firm?
The question of whether a grantor can *require* a trustee to utilize a specific investment firm is a frequent one …
Can I set milestone bonuses for first-time homeownership?
The idea of incentivizing first-time homeownership with milestone bonuses is gaining traction as a creative approach to wealth building and …
Can a trust distribute income only, preserving the principal?
Yes, a trust can absolutely be structured to distribute only the income generated by its assets, while preserving the original …
Can the trust be funded by inheritance?
The question of whether a trust can be funded by inheritance is a common one for Ted Cook, a Trust …
Can the trust assist with student loan counseling if education was disability-supported?
The question of whether a trust can assist with student loan counseling, particularly when education was disability-supported, is multifaceted and …
Can the trust allow for funding multiple caregivers on a rotating basis?
The question of funding multiple caregivers through a trust is increasingly common as individuals prioritize comprehensive and flexible care plans, …
Can the trust allocate funds for nonprofit board memberships for beneficiaries?
The question of whether a trust can allocate funds for a beneficiary’s service on a nonprofit board is a surprisingly …
Can the terms of a bypass trust include beneficiary education requirements?
The question of whether a bypass trust – also known as a credit shelter trust – can include beneficiary education …