Can I use a testamentary trust to direct future philanthropic missions?
Yes, a testamentary trust is an excellent vehicle for directing future philanthropic missions, allowing individuals to continue supporting causes they …
Point Loma Estate Planning Law
How are digital contracts treated in testamentary trusts?
The increasing prevalence of digital contracts, often referred to as “clickwrap” or “online” agreements, presents unique challenges and considerations for …
Can I include international property in my estate plan?
Yes, you absolutely can include international property in your estate plan, though it significantly increases the complexity and requires careful …
Can testamentary trusts be structured to reduce generational tax burdens?
Testamentary trusts, created within a will, offer a powerful tool for estate planning, especially when aiming to minimize tax liabilities …
Can a special needs trust fund special event attire?
A Special Needs Trust (SNT) can indeed be used to fund special event attire, but it’s not as straightforward as …
Can I define a legacy narrative for the trust?
The question of whether you can define a legacy narrative within a trust is increasingly relevant as estate planning evolves …
Can I create sub-trusts within a bypass trust for each child?
The question of creating sub-trusts within a bypass trust, specifically for each child, is a common one for estate planning …
Can I create rules for intergenerational wealth education and mentorship?
The concept of passing down wealth isn’t solely about financial assets; it’s about imparting knowledge, values, and a financial literacy …
Can I create performance bonds for trustee responsibilities?
The question of whether one can create performance bonds for trustee responsibilities is complex, rooted in the unique legal and …
Can I create multiple bypass trusts with different terms for each branch of the family?
The question of whether you can establish multiple bypass trusts with varying terms for different family branches is a common …