What happens to the funds when the beneficiary dies?
This is a critical question often overlooked in estate planning, and the answer depends heavily on how the funds were …
Point Loma Estate Planning Law
Do I need a lawyer to name a trustee?
Naming a trustee is a pivotal decision within estate planning, and while it’s not *legally* required to have an attorney …
Can the CRT be tied to a beneficiary’s academic performance?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I designate a financial coach to work with beneficiaries?
The question of whether you can designate a financial coach to work with beneficiaries through your estate plan is increasingly …
Can I require my trustee to submit to annual third-party audits?
As a San Diego estate planning attorney, I frequently encounter clients curious about oversight mechanisms for their trusts, and the …
Can a bypass trust compensate an independent investment committee?
The question of whether a bypass trust can compensate an independent investment committee is a nuanced one, deeply rooted in …
Can a bypass trust be used to provide for stepchildren?
The question of whether a bypass trust can be used to provide for stepchildren is a common one for blended …
Can a bypass trust be used to fund small business grants for heirs?
The question of whether a bypass trust, also known as a disclaimer trust, can be utilized to fund small business …
Can a bypass trust be used in conjunction with a revocable living trust?
The short answer is absolutely, and it’s a common and highly effective estate planning strategy employed by Ted Cook, a …
Can a bypass trust be structured to skip generations?
The concept of a bypass trust, also known as a generation-skipping trust, is a powerful estate planning tool designed to …