Can I name an entity as beneficiary of the bypass trust?
The question of whether you can name an entity, like a charity or a business, as a beneficiary of a …
Point Loma Estate Planning Law
Can a testamentary trust be used to require property conservation practices?
Yes, a testamentary trust can absolutely be used to require property conservation practices, providing a powerful mechanism for ensuring long-term …
Can I prohibit trustee investment in AI or emerging tech sectors?
As an estate planning attorney in San Diego, I often encounter clients with specific ethical or philosophical concerns regarding how …
Can I name my trust as a beneficiary on insurance policies?
Yes, you absolutely can name your trust as a beneficiary on insurance policies, and in many estate planning scenarios, it’s …
Can I name a trust company as a co-trustee?
Yes, you absolutely can name a trust company as a co-trustee, and it’s becoming increasingly common, especially in complex estate …
Can a Corporate Trustee be Replaced?
The question of whether a corporate trustee can be replaced is a common one, particularly in San Diego where trust …
Can a charitable remainder trust include environmental or ethical investment guidelines?
The question of incorporating environmental, social, and governance (ESG) factors—or ethical investment guidelines—into a Charitable Remainder Trust (CRT) is becoming …
Can a charitable remainder trust be established by a corporation?
The question of whether a corporation can establish a charitable remainder trust (CRT) is a nuanced one, and the answer …
Can a bypass trust support the creation of a family archive or history project?
The question of whether a bypass trust can support a family archive or history project is a nuanced one, deeply …
Can a bypass trust support health and wellness coaching?
The question of whether a bypass trust can support health and wellness coaching is multifaceted, hinging on the trust’s specific …