Can I set conditions on how my beneficiaries receive their inheritance?
Yes, you absolutely can set conditions on how your beneficiaries receive their inheritance, and it’s a surprisingly common practice facilitated …
Point Loma Estate Planning Law
Can estate planning ensure continuity for a vacation home?
Estate planning is crucial for ensuring a smooth transition of all assets, and a vacation home, often laden with sentimental …
Can a bypass trust distribute assets in the form of real estate instead of cash?
Absolutely, a bypass trust, also known as a credit shelter trust or an AB trust, isn’t limited to distributing only …
Can I use estate funds to create time capsules for descendants?
The question of utilizing estate funds for unique legacy projects like time capsules for descendants is increasingly common, and while …
What happens if a testamentary trust is not fully funded?
A testamentary trust, created within a will, can be a powerful estate planning tool, but its effectiveness hinges on proper …
Can I restrict investment in cryptocurrency or digital assets?
The question of restricting investment in cryptocurrency or digital assets within a trust is increasingly common as these assets gain …
Can I restrict funding of politically affiliated organizations?
The question of whether you can restrict funding to politically affiliated organizations within a trust is a complex one, deeply …
Can I restrict distributions based on the beneficiary’s marital status?
The question of whether you can restrict distributions from a trust based on a beneficiary’s marital status is a common …
Can I restrict access to trust funds based on legal issues or past behavior?
The question of restricting access to trust funds due to a beneficiary’s legal troubles or past conduct is a common …
Can I restrict access to inherited property without community input?
Inherited property, a cornerstone of estate planning and wealth transfer, often brings with it complex questions regarding access and control. …