Can testamentary trusts pay performance bonuses to trustees?
Testamentary trusts, established through a will after someone passes away, present unique considerations when it comes to compensating trustees, and …
Point Loma Estate Planning Law
Can I include instructions for public disclosure or privacy of my estate contents?
The question of controlling the visibility of your estate’s contents after your passing is a significant one, and yes, you …
Can I restrict distributions to essential expenses only?
As an estate planning attorney in San Diego, I often encounter clients who wish to maintain control even after their …
Do I need a certificate of trust to open bank accounts?
Generally, yes, you often need a Certificate of Trust to open and manage bank accounts held in the name of …
Does a testamentary trust shield assets from divorce?
The question of whether a testamentary trust can shield assets from divorce is a complex one, heavily dependent on state …
Can the assets in a bypass trust be commingled with personal assets?
The question of whether assets within a bypass trust—also known as an A/B trust or credit shelter trust—can be commingled …
Can testamentary trusts be structured to reduce generational tax burdens?
The transfer of wealth across generations is a complex undertaking, often fraught with potential tax implications. Testamentary trusts, established through …
Can my trust own a safe deposit box?
The question of whether a trust can own a safe deposit box is a common one for individuals engaging in …
Can my trust be hacked or compromised digitally?
The question of digital security for estate planning tools, like trusts, is becoming increasingly relevant in our interconnected world. While …
Can my estate plan include mediation procedures for family disputes?
Estate planning often focuses on the distribution of assets, but a truly comprehensive plan anticipates and addresses potential conflicts that …