Can a trust be created jointly with a business partner?
Establishing a trust is a powerful tool for managing assets and ensuring their distribution according to one’s wishes, but the …
Point Loma Estate Planning Law
Can the bypass trust provide funding for family caregiving expenses?
The bypass trust, also known as an A-B trust or credit shelter trust, is a common estate planning tool designed …
Can I specify different income distribution rates for different beneficiaries?
As an estate planning attorney in San Diego, I often encounter clients wanting to tailor their estate plans to reflect …
Can I require a health screening before approving distributions?
As an estate planning attorney in San Diego, I frequently encounter situations where clients want to ensure their distributions from …
Can I use a trust to support a surviving spouse but protect assets for children?
Absolutely, a trust is a remarkably effective tool to balance the needs of a surviving spouse with the desire to …
How do I calculate fair market value for property assigned to the trust?
Determining the fair market value of assets transferred into a trust is a crucial step, not just for legal compliance …
How do I add a new child or grandchild to the trust?
Establishing a trust is a significant step in estate planning, providing a method to manage and distribute assets according to …
How are trust assets divided after my death?
The division of trust assets after death is a critical aspect of estate planning, and understanding the process is essential …
How are beneficiaries designated in an irrevocable trust?
Designating beneficiaries in an irrevocable trust is a critical step, demanding meticulous attention to detail as changes are often difficult, …
Does Medicaid require repayment after the beneficiary dies?
The question of whether Medicaid requires repayment after a beneficiary’s death is a common and crucial one for many families …