Can I create a restorative funding pool for socially impactful projects?
The concept of establishing a restorative funding pool for socially impactful projects, particularly within the framework of trusts and estate …
Point Loma Estate Planning Law
Can a trust pay for modifications to clothing for sensory needs?
The question of whether a trust can pay for modifications to clothing for sensory needs is complex, but generally, the …
Can a CRT own equity in cooperative businesses?
Community Reinvestment Trusts (CRTs) are increasingly utilized as vehicles for community wealth building, and the question of whether they can …
Can I create behavioral profiles to tailor beneficiary access?
The question of tailoring beneficiary access based on behavioral profiles is increasingly relevant in modern estate planning, and while it …
Can I create a testamentary trust for digital assets?
The question of whether you can create a testamentary trust for digital assets is increasingly relevant in our modern, digitally-dependent …
Can a bypass trust be established with portability planning in mind?
The interplay between bypass trusts and portability is a cornerstone of modern estate planning, particularly for married couples. A bypass …
Can a bypass trust be contested by other heirs?
Bypass trusts, also known as credit shelter trusts, are powerful estate planning tools designed to maximize the use of estate …
Can a bypass trust allow for flexible disbursement amounts during high inflation?
The question of whether a bypass trust—also known as a family bypass trust—can accommodate flexible disbursement amounts during periods of …
Can a Business be placed into an irrevocable trust?
The question of whether a business can be placed into an irrevocable trust is a common one for business owners …
Are there tax benefits to using a testamentary trust?
Testamentary trusts, created within a will and taking effect after death, offer a unique set of potential tax benefits, though …