What is a credit shelter trust?
A credit shelter trust, also known as a bypass trust, is an estate planning tool designed to minimize estate taxes …
Point Loma Estate Planning Law
Can I link trust distributions to real estate management responsibilities?
Absolutely, linking trust distributions to real estate management responsibilities is a common and often advantageous estate planning strategy, particularly when …
Can a trust fund be structured for travel purposes?
Absolutely, a trust fund can be meticulously structured to specifically facilitate and fund travel, offering a unique blend of financial …
Can a bypass trust make loans instead of outright distributions?
The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust, can make …
Can a CRT fund the development of low-income housing?
Charitable Remainder Trusts (CRTs) offer a fascinating, and often underutilized, avenue for philanthropic giving, extending beyond simply donating funds to …
Can a special needs trust be used to fund specialized driving programs?
The question of whether a special needs trust (SNT) can fund specialized driving programs is a common one for families …
Can a special needs trust be set up in advance of diagnosis?
The question of whether a special needs trust (SNT) can be established *before* a diagnosis of a condition potentially requiring …
Can a special needs trust be contested?
The creation of a special needs trust (SNT) is often born from a place of profound love and a desire …
Can a special needs trust assist in covering fiduciary bond costs for the trustee?
The question of whether a special needs trust (SNT) can cover fiduciary bond costs for the trustee is a common …
Can a revocable trust be contested more easily than a will?
The question of whether a revocable trust is easier to contest than a will is complex, and the answer isn’t …