Can a testamentary trust pay for funeral expenses?
A testamentary trust, established through a will, can indeed be utilized to cover funeral expenses, but the process isn’t always …
Point Loma Estate Planning Law
Can I require board service or nonprofit affiliation for access to additional funds?
The question of tying access to additional funds—whether through a trust, estate plan, or other financial arrangement—to board service or …
Can a bypass trust specify residency requirements for trustees?
Absolutely, a bypass trust can and often *should* specify residency requirements for trustees, particularly when dealing with complex estate plans …
Can the CRT pay income to a qualified pension plan?
The answer is yes, a Charitable Remainder Trust (CRT) can indeed pay income to a qualified pension plan, although it’s …
Can a CRT be set up using a donor-advised fund intermediary?
The question of whether a Charitable Remainder Trust (CRT) can be established using a donor-advised fund (DAF) as an intermediary …
Can government agencies penalize the beneficiary if the trust violates rules?
The question of whether government agencies can penalize a trust beneficiary for trust violations is complex and depends heavily on …
Can estate planning protect a child with addiction issues?
Estate planning is often viewed as a straightforward process of asset distribution upon death, but its scope extends far beyond …
Can estate planning help prevent family disputes?
The question of whether estate planning can truly prevent family disputes is a prevalent one, especially for those beginning to …
Can estate planning help me maintain privacy over my assets?
The question of asset privacy is increasingly important in today’s world, and estate planning, when strategically implemented, can be a …
Can estate planning cover vacation home usage rules for heirs?
Estate planning is often viewed as simply dictating where assets go after someone passes away, but its scope is far …