Can a trust be funded with property instead of cash?
Absolutely, a trust can absolutely be funded with property—real estate, stocks, bonds, vehicles, and other assets—instead of solely relying on …
Point Loma Estate Planning Law
Can I require beneficiaries to obtain legal counsel before major withdrawals?
As an estate planning attorney in San Diego, I frequently encounter situations where settlors—those creating trusts—want to ensure their beneficiaries …
Can I limit access to trust assets until retirement age?
Yes, absolutely you can limit access to trust assets until retirement age, and this is a very common and effective …
Can I include heirlooms and antiques in my estate plan?
Absolutely, incorporating heirlooms and antiques into your estate plan is not only possible but often a crucial part of ensuring …
Can I include visual scheduling tools as allowable trust expenses?
Determining allowable trust expenses can be a surprisingly complex issue, and the question of whether visual scheduling tools qualify requires …
Can a bypass trust be used to support a surviving spouse while preserving assets for children?
The question of balancing spousal support with the long-term financial security of children is a common one for Ted Cook, …
Can a bypass trust be used to make lifetime gifts to grandchildren?
The question of utilizing a bypass trust – also known as an exemption trust – for lifetime gifts to grandchildren …
Can a bypass trust be used to cover IVF treatments?
The question of whether a bypass trust can be used to cover In Vitro Fertilization (IVF) treatments is a complex …
Can a bypass trust be tied to a family governance agreement?
The intersection of bypass trusts and family governance agreements is a sophisticated area of estate planning, increasingly popular among high-net-worth …
Can a bypass trust be structured to avoid foreign reporting requirements?
The question of structuring a bypass trust to avoid foreign reporting requirements is complex and depends heavily on the specifics …