Can I structure a bypass trust to provide unequal distributions to children?
Yes, absolutely, a bypass trust, also known as a B trust or a family trust, can be specifically structured to …
Point Loma Estate Planning Law
Can I build a financial literacy curriculum into the trust?
The idea of embedding a financial literacy component within a trust is not only innovative but increasingly relevant in today’s …
How do trusts work in community property states?
In community property states – Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin – the concept of …
Can I require that heirs maintain a personal financial reserve before accessing the trust?
Absolutely, incorporating a requirement for heirs to demonstrate financial responsibility – specifically, maintaining a personal financial reserve – before accessing …
Is there an app for managing trust records?
The question of whether a dedicated “app” fully manages all facets of trust records is complex; while a single, all-encompassing …
Can a testamentary trust reward family conflict resolution efforts?
The question of whether a testamentary trust can incentivize family conflict resolution is a complex, yet increasingly popular, area of …
Can a testamentary trust require heir participation in financial coaching?
The question of whether a testamentary trust can require heir participation in financial coaching is a nuanced one, deeply rooted …
Can a testamentary trust provide funeral expenses for family members?
The question of whether a testamentary trust can cover funeral expenses for loved ones is a common one, and the …
Can a testamentary trust prevent use of funds for litigation against family?
The question of whether a testamentary trust can effectively prevent the use of funds for litigation against family members is …
Can a testamentary trust pay for travel or vacations for beneficiaries?
The question of whether a testamentary trust can pay for travel or vacations for beneficiaries is a common one, and …