Can I create a rule that penalizes trust misuse with reduced access?
The question of whether to implement a system of penalties for trust misuse, specifically reducing access to trust assets, is …
Point Loma Estate Planning Law
Can I use a testamentary trust to ensure fair treatment of all heirs?
A testamentary trust, established within a will, offers a powerful mechanism for ensuring equitable distribution of assets among heirs, particularly …
Can I leave assets to my grandchildren in the trust?
Yes, absolutely you can leave assets to your grandchildren within a trust, and it’s a surprisingly common and beneficial estate …
Can I establish a rolling admissions policy for new eligible beneficiaries?
Establishing a rolling admissions policy for new eligible beneficiaries of a trust – while seemingly efficient – requires careful consideration …
Can I donate a classic car to a CRT and still use it occasionally?
The question of donating a classic car to a Charitable Remainder Trust (CRT) while retaining some usage is a common …
How do testamentary trusts affect eligibility for government benefits?
Testamentary trusts, created through a will and taking effect after death, are powerful estate planning tools, but their impact on …
How do I title a bank account in the name of the trust?
Establishing a trust is a powerful estate planning tool, but its effectiveness hinges on properly titling assets in the name …
How do I Prove I had Mental Capacity When Signing the Trust?
Establishing mental capacity at the time of signing a trust is a surprisingly common concern, often surfacing during estate administration …
How do I Keep My Testamentary Trust Private?
Testamentary trusts, created within a will, offer a powerful tool for managing and distributing assets after death, but maintaining their …
How do I ensure ongoing care for a pet through my trust?
Planning for the future isn’t just about people; increasingly, individuals are considering the well-being of their beloved pets even after …