Can I require transparency reports from business-owning beneficiaries?
As an estate planning attorney in San Diego, I frequently encounter situations where beneficiaries of trusts own all or a …
Point Loma Estate Planning Law
Can a bypass trust offer career sabbatical grants?
A bypass trust, fundamentally designed for estate tax planning, doesn’t directly “offer” grants like a foundation, but its assets *can* …
Can I assign oversight to a nonprofit advisor I trust?
The question of assigning oversight to a trusted nonprofit advisor is a common one for individuals contemplating estate planning, especially …
Are trusts reviewed by the court?
Trusts, while offering a degree of privacy and control over asset distribution, are not entirely shielded from court oversight; the …
Can I add a clause allowing financial penalties for misuse of distributions?
The question of incorporating financial penalties for the misuse of trust distributions is a complex one, frequently arising in estate …
Can I exclude stepchildren from my estate?
The question of whether you can exclude stepchildren from your estate plan is a common one for blended families considering …
Can I exclude heirs who refuse arbitration agreements?
The question of excluding heirs who refuse to sign arbitration agreements within a trust is a complex one, deeply rooted …
Can I establish separate investment pools within one bypass trust?
The question of establishing separate investment pools within a single bypass trust, often called an A/B trust or credit shelter …
Can I establish peer review committees for oversight?
The question of establishing peer review committees for trust administration oversight is a sophisticated one, frequently encountered by individuals and …
Can I establish an estate-managed education grant?
The concept of establishing an estate-managed education grant is increasingly popular, driven by a desire to ensure future generations have …