Can I fund a bypass trust with a promissory note?
The question of whether you can fund a bypass trust—also known as a credit shelter trust or a B Trust—with …
San Diego County
Can I exclude someone from trust information?
The question of whether you can exclude someone from trust information is a frequent one for those considering estate planning, …
Can I exclude certain heirs from bypass trust benefits?
The question of excluding specific heirs from the benefits of a bypass trust—also known as a credit shelter trust or …
Can I establish trust components dedicated to social ventures?
The question of incorporating social ventures into trust structures is increasingly prevalent as individuals seek to align their wealth with …
Can I establish peer review committees for oversight?
Estate planning, while deeply personal, isn’t conducted in a vacuum. Many individuals and families, particularly those with complex estates, wonder …
Can I establish financial milestone competitions among heirs?
The idea of establishing financial milestone competitions among heirs, while seemingly motivated by a desire to encourage responsible financial behavior, …
Can I establish a special needs trust in my estate plan?
The question of providing for a loved one with special needs is a deeply personal one, often filled with both …
Compassionate Probate Lawyer Near Me
What are estate duties? Estate duty refers to a tax of 20% that is levied on the estate of a …
Excellent Trust Attorney San Diego
What is considered a small estate in California? What Is Considered A Small Estate In California? As of January 1, …
Inspiring Estate Lawyer Imperial Beach
IF you ask anyone about the probate process, you find out that probate takes a long time. I seriously need …