Can the trust disqualify any beneficiary involved in criminal activity?
Absolutely, a well-drafted trust can and often should include provisions addressing the potential disqualification of beneficiaries involved in criminal activity, …
Point Loma Estate Planning Law
What happens to unused trust funds if the beneficiary dies unexpectedly?
The fate of unused trust funds when a beneficiary passes away unexpectedly is a surprisingly common concern, and the answer …
What are the most common mistakes in drafting a testamentary trust?
Testamentary trusts, created within a will, are powerful tools for managing assets after death, offering continued protection and guidance for …
Can I avoid double taxation on inherited property?
Inherited property, while offering a financial bridge to loved ones, can present a perplexing tax situation, leading many to wonder …
Can a trust borrow money?
Yes, a trust can borrow money, but it’s considerably more complex than an individual taking out a loan, and involves …
Can a charitable remainder trust hold rental income property?
The question of whether a charitable remainder trust (CRT) can hold rental income property is a common one for individuals …
Can a charitable remainder trust be funded with cryptocurrency?
The question of whether a charitable remainder trust (CRT) can be funded with cryptocurrency is gaining traction as digital assets …
Can a bypass trust support tenant housing for non-beneficiary caregivers?
The question of whether a bypass trust can support tenant housing for non-beneficiary caregivers is complex, hinging on the trust’s …
Can a bypass trust support emergency travel expenses?
The question of whether a bypass trust can support emergency travel expenses is a common one for Ted Cook, a …
Can a bypass trust subsidize relocation costs for heirs impacted by climate change?
The increasing threat of climate change is prompting more families to consider the long-term financial security of their heirs, not …