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 …
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 trust include a social equity clause for vendor selection?
The question of whether a trust can include a social equity clause for vendor selection is increasingly relevant as grantmakers …
Can a trust incentivize care of aging family members?
The question of whether a trust can incentivize care for aging family members is increasingly relevant in today’s society. With …
Can a trust hold intellectual property income streams?
The question of whether a trust can hold intellectual property (IP) income streams is a common one for creators, inventors, …
Can a Trust Hold a Vacation Home?
The question of whether a trust can hold a vacation home is a very common one for estate planning attorneys …
Can a trust help protect against elder financial abuse?
Elder financial abuse is a tragically growing concern, affecting an estimated 1 in 10 older Americans each year, resulting in …