Can I live in a home that’s owned by my irrevocable trust?
The question of residing in a property held by an irrevocable trust is common, and the answer, while not a …
Point Loma Estate Planning Law
Can a bypass trust be used to provide for stepchildren?
A bypass trust, also known as a credit shelter trust, is a common estate planning tool designed to maximize the …
Can a bypass trust cover mediation costs between heirs?
The question of whether a bypass trust can cover mediation costs between heirs is complex, hinging on the trust’s specific …
Can I direct the bypass trust to create an emergency medical fund?
The question of whether a bypass trust can be directed to create an emergency medical fund is a common one …
Can I fund apprenticeships instead of formal education?
The rising cost of traditional four-year college education has prompted many to explore alternative pathways to career development, and increasingly, …
Can the trust subsidize non-clinical holistic treatments?
The question of whether a trust can subsidize non-clinical holistic treatments is increasingly common, reflecting a growing interest in alternative …
Can the trust sponsor ongoing fitness or wellness programs?
The question of whether a trust can sponsor ongoing fitness or wellness programs is multifaceted, hinging on the specific terms …
Can the trust retain an accountant to assist with filings?
The question of whether a trust can retain an accountant to assist with filings is a resounding yes, and often …
Can the trust require trustees to take continuing legal or fiduciary education?
The question of whether a trust can require trustees to undertake continuing legal or fiduciary education is becoming increasingly relevant …
Can the trust require that all asset appraisals be conducted bi-annually?
The question of whether a trust can require bi-annual asset appraisals is a common one for Ted Cook, a Trust …