Can a bypass trust include resources for digital literacy training?
The question of whether a bypass trust can include resources for digital literacy training is a fascinating one, increasingly relevant …
Point Loma Estate Planning Law
Can a bypass trust make distributions for health, education, maintenance, or support?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to utilize the …
Can a special needs trust pay for a legal name change process?
The question of whether a special needs trust (SNT) can cover the costs associated with a legal name change is …
How private is a living trust?
A living trust offers a significant degree of privacy compared to a will, which becomes a public record during probate, …
Can I allow a beneficiary to waive their right to distributions?
Yes, a beneficiary can generally waive their right to distributions from a trust or estate, though the specifics depend heavily …
Can I require data transparency from trust-managed businesses?
The question of data transparency from businesses operating under a trust structure is increasingly relevant in today’s world, where data …
Can I require continuing education for all beneficiaries?
The question of mandating continuing education for trust beneficiaries is a fascinating, and increasingly popular, concept in estate planning, particularly …
Can I require civic engagement for inheritance access?
The idea of tying inheritance to civic engagement – requiring beneficiaries to participate in community service or demonstrate active citizenship …
Can I require beneficiaries to submit financial statements?
The question of whether a grantor can require beneficiaries to submit financial statements within a trust is a common one, …
Can I require beneficiaries to meet certain criteria before distribution?
The question of whether you can require beneficiaries to meet certain criteria before receiving trust distributions is a common one …