Can a bank act as a trustee for a testamentary trust?
Yes, a bank can absolutely act as a trustee for a testamentary trust, and it’s a fairly common practice, particularly …
Point Loma Estate Planning Law
Can I receive a lifetime annuity through a CRT?
Charitable Remainder Trusts (CRTs) offer a fascinating way to balance charitable giving with personal financial needs, and the question of …
Can I require the trust to maintain a percentage in liquid assets?
Absolutely, you can, and often should, require a trust to maintain a percentage in liquid assets, a crucial aspect of …
Can a bypass trust be created after death through probate?
The short answer is no, a bypass trust, also known as an AB trust or credit shelter trust, cannot be …
Can I require beneficiaries to meet life goals before inheriting?
The desire to guide loved ones even after we’re gone is a common one, and many estate planning clients ask …
Can I include backup beneficiaries for unused trust funds?
The question of designating backup, or contingent, beneficiaries for trust funds is a common one for individuals establishing trusts, and …
Can I include anti-exploitation protections for digital content created by the beneficiary?
The question of protecting digital content created by a trust beneficiary, particularly against exploitation, is increasingly relevant in today’s digital …
Can I include a travel fund with guidelines for accessible destinations?
The concept of incorporating a travel fund within a trust, specifically earmarked for accessible destinations, is gaining traction as estate …
Can I include a review clause tied to major life milestones?
The question of incorporating review clauses tied to major life milestones within a trust is a remarkably insightful one, and …
Can I include a moral clause restricting use of funds for unethical purposes?
The question of incorporating a “moral clause” into a trust, restricting the use of funds for activities deemed unethical, is …