Can a bypass trust be structured to benefit multiple spouses over time?
The beauty of estate planning lies in its adaptability, and yes, a bypass trust—also known as a “B Trust”—can absolutely …
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Can a bypass trust include a privacy agreement for beneficiaries?
Yes, a bypass trust, also known as a credit shelter trust, can absolutely include a privacy agreement, or what’s formally …
Can I build in a required transition plan if the trust merges with another?
The question of incorporating a transition plan into a trust agreement when anticipating a potential merger with another trust is …
Can a special needs trust serve multiple beneficiaries at once?
Yes, a special needs trust can absolutely serve multiple beneficiaries simultaneously, though it requires careful planning and drafting to ensure …
Can I set decarbonization targets for family-owned businesses funded by the trust?
As a San Diego estate planning attorney, I often encounter families who wish to weave their values into the long-term …
How do I transfer real estate into a trust?
Transferring real estate into a trust is a crucial step in comprehensive estate planning, offering benefits like probate avoidance, management …
Can I require proof of volunteer service to unlock certain distributions?
Yes, it is absolutely possible, and increasingly popular, to structure a trust to incentivize, and even require, volunteer service as …
Can the trust accept donations from a GoFundMe or fundraiser?
The ability of a trust to accept donations from platforms like GoFundMe or other fundraisers is a surprisingly complex question, …
Can a trust continue for multiple generations?
Yes, a trust can absolutely continue for multiple generations, and in fact, that’s a primary benefit many estate planning attorneys …
How can establishing a trust benefit my financial future?
The aroma of freshly brewed coffee filled Sarah’s small apartment as she stared at the stack of bills on her …