Can the trust be used to form a shared family investment pool?
Absolutely, a trust can be a remarkably effective vehicle for establishing a shared family investment pool, offering benefits beyond simple …
Point Loma Estate Planning Law
Can a special needs trust support virtual support group facilitation?
The question of whether a special needs trust (SNT) can fund virtual support group facilitation is a nuanced one, hinging …
Can I use a testamentary trust for pet care and maintenance?
The question of providing for our beloved animal companions after we’re gone is becoming increasingly common, and thankfully, the legal …
Can I limit trust asset exposure to emerging tech ventures?
Navigating the world of trust administration requires careful consideration of investment strategies, especially when it comes to rapidly evolving sectors …
Can I appoint a cultural preservation officer to a trust committee?
The question of appointing a cultural preservation officer to a trust committee is increasingly relevant as families recognize the importance …
Can a bypass trust purchase and manage a life insurance policy on the spouse?
The question of whether a bypass trust—also known as a marital trust designed to maximize the use of estate tax …
Can a bypass trust provide funding to digitize family photos and records?
The question of whether a bypass trust can fund the digitization of family photos and records is a surprisingly common …
Can a bypass trust protect inherited assets in the event of divorce?
The question of asset protection during divorce is a significant concern for many, and bypass trusts, also known as “see-through” …
Can a bypass trust pay for private school or college?
The question of whether a bypass trust can cover educational expenses like private school or college is a frequent one …
Can a bypass trust own timeshare interests?
The question of whether a bypass trust can own timeshare interests is surprisingly complex and requires careful consideration of both …