Can I use a bypass trust to separate community property in a marriage?
The question of separating community property in a marriage is a complex one, often requiring careful planning and legal guidance. …
Can I use a bypass trust to benefit my current spouse and children from a prior marriage?
Navigating estate planning when blending families requires careful consideration, and bypass trusts, also known as “AB” trusts or credit shelter …
Can I transfer the home into a bypass trust during my lifetime?
The question of transferring a home into a bypass trust, also known as an A-B trust or credit shelter trust, …
Can I transfer an existing irrevocable trust into a bypass trust?
The question of transferring an existing irrevocable trust into a bypass trust—more accurately known as a credit shelter trust or …
Can I tie trust access to local residency compliance?
The question of whether you can tie trust access to local residency compliance is complex, but generally, yes, with careful …
Can I tie funding to local economic development initiatives?
The question of whether one can tie funding to local economic development initiatives through estate planning, specifically using trusts, is …
Can I tie distributions to professional development milestones?
The question of whether you can tie distributions from a trust to professional development milestones is a fascinating and increasingly …
Can I structure separate voting rights among trust beneficiaries?
The question of structuring separate voting rights among trust beneficiaries is a surprisingly common one for Ted Cook, a Trust …
Can I structure a trust to provide multi-generational tax efficiency?
The question of structuring a trust for multi-generational tax efficiency is a core concern for many families in San Diego, …
Can I stipulate mentoring or apprenticeship requirements in a testamentary trust?
The question of incorporating mentoring or apprenticeship requirements within a testamentary trust—a trust created through a will—is a fascinating and …