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Point Loma Estate Planning Law

Can a testamentary trust handle ongoing payments such as annuities?

June 6, 2025 by admin

Yes, a testamentary trust can absolutely handle ongoing payments such as annuities, but it requires careful planning and consideration of …

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Can a bypass trust include ESG (Environmental, Social, Governance) criteria?

June 6, 2025 by admin

Absolutely, a bypass trust can absolutely incorporate Environmental, Social, and Governance (ESG) criteria, reflecting a growing trend among estate planners …

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Can I include arbitration clauses in my testamentary trust?

June 6, 2025 by admin

Testamentary trusts, established through a will, are powerful tools for managing assets after death, but the question of incorporating arbitration …

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Can the trust require third-party conflict resolution between beneficiaries?

June 6, 2025 by admin

Absolutely, a trust can, and often *should*, require third-party conflict resolution between beneficiaries; this proactive approach can save substantial time, …

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Can I create a joint will with my spouse?

June 6, 2025 by admin

Joint wills, while seemingly straightforward, are a complex area of estate planning that require careful consideration, and in many cases, …

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Can I use a testamentary trust to preserve certain family traditions?

May 10, 2025 by admin

The idea of preserving family traditions extends far beyond heirlooms and recipes; it’s about safeguarding values, beliefs, and the very …

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Can I use a testamentary trust to encourage entrepreneurship?

May 10, 2025 by admin

The desire to instill values and encourage specific behaviors in future generations is a common one, and for those with …

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Can I use a testamentary trust if I live abroad?

May 10, 2025 by admin

For U.S. citizens or residents living abroad, the question of establishing a testamentary trust – a trust created through a …

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Can I use a revocable trust to shield assets from divorce?

May 10, 2025 by admin

The question of whether a revocable trust can protect assets during a divorce is a complex one, frequently asked of …

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Can I use a quitclaim deed to transfer property into a trust?

May 10, 2025 by admin

The question of whether a quitclaim deed can be used to transfer property into a trust is a common one …

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Recent Posts

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