What is an A-B trust strategy?
An A-B trust, also known as a bypass trust or credit shelter trust, is an estate planning technique designed to …
Point Loma Estate Planning Law
Can I embed a code of conduct into the trust?
The idea of embedding a code of conduct within a trust, while unconventional, is gaining traction as estate planning attorneys …
How much does it cost to create a testamentary trust?
Creating a testamentary trust, a trust established within a will, isn’t a simple, fixed-cost endeavor; the price varies significantly based …
Can I appoint an independent investment advisor for the trust?
Yes, you absolutely can, and often should, appoint an independent investment advisor for your trust; this is a crucial aspect …
Can I require trustees to hold regular strategy meetings?
As an estate planning attorney in San Diego, I frequently encounter questions about the practicalities of trust administration, and one …
Can a testamentary trust support temporary financial hardship needs?
Testamentary trusts, established through a will and coming into effect after someone passes away, are often envisioned for long-term asset …
Can a testamentary trust support an elderly parent?
The question of whether a testamentary trust can support an elderly parent is a common one for families planning for …
Can a testamentary trust specify terms for preserving a family archive?
The question of whether a testamentary trust can specify terms for preserving a family archive is a resounding yes, and …
Can a testamentary trust restrict use of vehicles or homes?
Testamentary trusts, established through a will and taking effect after death, offer a remarkable degree of control over assets even …
Can a Testamentary Trust Reduce Estate Taxes?
The question of whether a testamentary trust can reduce estate taxes is a common one for individuals contemplating estate planning, …