Can I allow temporary trustee powers during caregiver vacations?
As an estate planning attorney in San Diego, I frequently encounter questions about the flexibility of trust administration, particularly concerning …
Point Loma Estate Planning Law
Can a trust include delayed review periods before funds are distributed?
Absolutely, a trust can – and often *should* – include delayed review periods before funds are distributed, offering a crucial …
Can I give my trustee discretion over reallocating unused funds?
The question of granting a trustee discretion over unused funds within a trust is a common one for estate planning …
Can I appoint an ombudsman to monitor trust distributions?
The question of appointing an ombudsman to oversee trust distributions is increasingly relevant as the complexity of trusts grows and …
Can a special needs trust support financial app subscriptions with accessibility tools?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a crucial component of that …
Can a bypass trust offset tax on inherited annuities?
The question of whether a bypass trust—also known as a credit shelter trust—can offset tax on inherited annuities is complex …
Can a bypass trust make joint disbursements to married beneficiaries?
The question of whether a bypass trust – also known as a “QTIP” or Qualified Terminable Interest Property Trust – …
Can a bypass trust include policies on AI or algorithmic investment decisions?
The question of whether a bypass trust – a specialized type of trust often used in estate planning to maximize …
Can a bypass trust include funding for elder care facilities?
The question of whether a bypass trust can include funding for elder care facilities is a common one for estate …
Can a bypass trust include an inflation-adjustment clause for distributions?
The question of whether a bypass trust, also known as a credit shelter trust, can include an inflation-adjustment clause for …