Can I use the bypass trust to pass on digital copyrights or patents?
The bypass trust, also known as a disclaimer trust, is a powerful estate planning tool allowing assets to pass directly …
Point Loma Estate Planning Law
Can the trust pay for relocation expenses to care for an elderly parent?
The question of whether a trust can cover relocation costs for an elderly parent needing care is complex, hinging on …
Can I create conditional inheritances based on marital status?
The question of whether you can structure an inheritance based on a beneficiary’s marital status is a surprisingly common one, …
Can a bypass trust allocate assets differently depending on state of residence?
The answer is a nuanced yes, a bypass trust – also known as a credit shelter trust or an A-B …
Can the CRT terminate if the trustee is found in breach of fiduciary duty?
Certainly, a Critical Revenue Trust (CRT) can, in fact, be terminated if the trustee is found in breach of fiduciary …
What are the risks of using an irrevocable trust?
Irrevocable trusts, while powerful estate planning tools crafted by attorneys like Ted Cook in San Diego, aren’t without potential downsides. …
What are the most common mistakes in drafting a testamentary trust?
Testamentary trusts, created within a will, are powerful estate planning tools offering continued asset management and distribution after someone passes …
What are the international tax implications of a trust?
Trusts, while often viewed as domestic estate planning tools, can quickly become complex when international elements are introduced. The interplay …
What are the consequences of trustee negligence in a testamentary trust?
Testamentary trusts, established through a will and coming into effect after someone passes away, rely heavily on the diligent performance …
What are the advantages of a testamentary trust?
Testamentary trusts, established within a will and coming into effect only upon death, offer a unique set of advantages for …