Can a bypass trust be used to avoid probate for certain assets?
Yes, a bypass trust, also known as an AB trust or credit shelter trust, is a powerful estate planning tool …
Point Loma Estate Planning Law
Can a trust own shares in a private company?
Yes, a trust can absolutely own shares in a private company, and it’s a surprisingly common and effective estate planning …
Can I set a minimum age for trust fund usage on elective surgery?
The question of controlling how and when a trust fund can be used, specifically regarding elective surgeries for beneficiaries, is …
How does a testamentary trust handle digital estate content like NFTs?
Testamentary trusts, established through a will and taking effect after death, traditionally managed tangible assets like real estate, stocks, and …
What happens to the business if I die and it’s in my trust?
The question of what happens to a business held within a trust upon the owner’s death is a critical one, …
Can estate planning help me leave behind a family mission or purpose?
Estate planning is often viewed solely through the lens of asset distribution – ensuring possessions and finances pass to intended …
Can estate planning be used to avoid guardianship proceedings?
Estate planning is often viewed as a preparation for death, focusing on wills and distributing assets after someone is gone. …
Can estate planning accommodate an heir living abroad?
Estate planning for an heir living abroad presents unique challenges, but absolutely can be accommodated with careful planning and the …
Can Creditors Challenge an Irrevocable Trust?
The question of whether creditors can challenge an irrevocable trust is a frequent concern for individuals establishing these estate planning …
Can beneficiaries be changed in an irrevocable trust?
The very nature of an “irrevocable” trust implies a firm and unchangeable structure, leading many to believe beneficiaries are set …