Can I revoke a testamentary trust by writing a new will?
Yes, you can generally revoke a testamentary trust by writing a new will, but it’s not always as simple as …
Point Loma Estate Planning Law
Can I designate a third-party monitor to oversee the trust’s adherence to values?
The question of appointing a third-party monitor to ensure a trust aligns with specific values is gaining traction, particularly as …
Can I limit funding for political activity via a testamentary trust?
The question of whether one can limit funding for political activity via a testamentary trust is a complex one, touching …
Can I establish progressive distribution schedules based on social impact?
The concept of structuring trust distributions based on a beneficiary’s demonstrated commitment to social impact is gaining traction, and yes, …
Can I ensure my child’s inheritance doesn’t affect their student aid eligibility?
Navigating the complexities of estate planning while simultaneously considering your child’s future financial aid prospects requires careful consideration and strategic …
Can I use a CRT to fund a charitable remainder unitrust with a net income makeup provision (NIMCRUT)?
The question of whether a Charitable Remainder Trust (CRT) can fund a Charitable Remainder Unitrust (CRUT) with a Net Income …
Can I use a CRT to bypass the 3.8% Medicare surtax on investment income?
The 3.8% Net Investment Income Tax (NIIT) is a significant concern for high-income earners, potentially adding a substantial cost to …
Can I use a bypass trust to reward philanthropic activity by heirs?
The question of leveraging a bypass trust to incentivize and reward philanthropic endeavors by heirs is a common one for …
Can I use a bypass trust as part of a blended family estate plan?
Estate planning for blended families—those with children from previous relationships—presents unique challenges. Ensuring fairness to all children, protecting assets, and …
Can I transfer intellectual property into a trust?
The question of transferring intellectual property (IP) – encompassing patents, trademarks, copyrights, and trade secrets – into a trust is …