Can I require tax-preparer sign-off before distributions?
The question of requiring tax-preparer sign-off before distributions from a trust is a complex one, often arising from a desire …
Can I create a trust specifically for a future wedding?
Establishing a trust to fund a future wedding is an increasingly popular, and remarkably practical, approach to financial planning for …
How do you account for inflation in long-term testamentary trust planning?
Planning for the future with a testamentary trust requires careful consideration of numerous factors, but one of the most insidious …
Can I use my estate plan to support diversity, equity, and inclusion causes?
Absolutely, your estate plan can be a powerful tool to champion diversity, equity, and inclusion (DEI) causes that are important …
What happens if I get divorced?
Divorce is a deeply personal and often emotionally challenging experience, but it also carries significant legal and financial implications, especially …
Can the trust fund creative arts programs for therapeutic purposes?
The question of whether a trust fund can finance creative arts programs for therapeutic purposes is increasingly relevant as individuals …
Can I establish one trust for multiple disabled family members?
Establishing a trust for a disabled family member is a thoughtful way to ensure their long-term care and financial security, …
Can I limit professional athletes from using the trust for training?
As an estate planning attorney in San Diego, I often encounter unique circumstances when crafting trusts, and the question of …
What happens to the trust when I die?
Upon your death, a trust doesn’t simply vanish; instead, it transitions into a new phase managed by a designated trustee, …
Can a bypass trust contain dynamic clauses based on trust performance?
The concept of a bypass trust, also known as a credit shelter trust, is designed to take advantage of the …