Do You Need a Lawyer to Probate a Will?
Insights from a San Diego Probate Attorney: When faced with probating a will, individuals may wonder whether they need to …
Can a special needs trust cover diagnostic second opinions?
Navigating the world of special needs trusts can feel like charting unfamiliar waters, especially when it comes to healthcare expenses. …
Is a special needs trust considered irrevocable?
A special needs trust, often established to provide for a disabled individual without disqualifying them from government benefits like Supplemental …
Can a bypass trust offer an incentive for military or civil service?
A bypass trust, also known as a marital trust, is a powerful estate planning tool designed to minimize estate taxes …
Can I limit what types of assets the trust can invest in?
Absolutely, you can and often should limit what types of assets a trust can invest in, as this is a …
Can I bind the remainder charity to transparency covenants in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining income for …
Can I provide continued funding for a family archive or library?
Preserving family history through an archive or library is a deeply rewarding endeavor, and ensuring its continued funding requires careful …
Can the trust allow for alternate trustees in the event of incapacity?
Absolutely, a well-drafted trust should—and almost always does—allow for the designation of alternate trustees to step in should the original …
Can a bypass trust offer an incentive for military or civil service?
A bypass trust, also known as a “grantor retained income trust” or GRIT, can indeed be structured to offer a …
Can I make attendance at annual family meetings a requirement for distribution?
The idea of tying distributions from a trust or estate to attendance at family meetings is a fascinating, and increasingly …
Can the trust pay to defend a beneficiary’s intellectual property rights?
The question of whether a trust can legitimately fund the defense of a beneficiary’s intellectual property (IP) rights is surprisingly …