Can I name an educational institution as a contingent charitable beneficiary?
Naming an educational institution as a contingent charitable beneficiary in your estate plan is absolutely possible and a frequently utilized …
Point Loma Estate Planning Law
Can the trust be set up to allow distributions during a recession only?
Establishing a trust that automatically distributes funds specifically during economic downturns, like a recession, is a complex but achievable goal, …
Can a trust require regular beneficiary check-ins?
Yes, a trust can absolutely require regular beneficiary check-ins, and increasingly, well-drafted trusts *do* incorporate provisions for periodic reporting and …
Can a special needs trust support a digital planner for executive functioning?
The question of whether a special needs trust (SNT) can fund a digital planner for executive functioning is a surprisingly …
Is a testamentary trust valid in all 50 states?
Testamentary trusts, created within a will and coming into effect upon death, are generally valid in all 50 states, but …
Can a bypass trust own a family vacation home?
The question of whether a bypass trust – also known as a credit shelter trust or a B-trust – can …
Can a bypass trust make periodic charitable donations on behalf of the family?
The question of whether a bypass trust – also known as a credit shelter trust or a family trust – …
Can a bypass trust invest in life insurance?
The question of whether a bypass trust, also known as a Grantor Retained Annuity Trust (GRAT), can invest in life …
Can a bypass trust include future-facing clauses based on social trends?
The concept of a bypass trust, also known as a generation-skipping trust, is a powerful estate planning tool designed to …
Can a bypass trust include blockchain-based smart contract clauses?
The intersection of estate planning, specifically bypass trusts, and blockchain technology, particularly smart contracts, is a fascinating and increasingly relevant …