Can I use a bypass trust to fund the development of a beneficiary’s nonprofit?
The question of utilizing a bypass trust—also known as a credit shelter trust—to fund a beneficiary’s nonprofit organization is complex …
San Diego County
Can I update my estate plan after a divorce?
Divorce is a significant life event that profoundly impacts not only personal relationships but also legal and financial matters, including …
Can I transfer intellectual property rights into a CRT?
The question of transferring intellectual property (IP) rights into a Charitable Remainder Trust (CRT) is a complex one, frequently asked …
Can I tie trust distributions to economic conditions?
The concept of tying trust distributions to economic conditions, while not standard, is increasingly explored and implemented in estate planning, …
Can I tie inheritance to completing mental health programs?
The question of whether one can tie inheritance to the completion of mental health programs is gaining traction as families …
Can I tie distributions to specific ages like 25, 35, and 45?
The question of whether you can tie distributions from a trust to specific ages, such as 25, 35, and 45, …
Can I tie community-based initiatives to family inheritance milestones?
The concept of linking family inheritance with philanthropic endeavors, specifically community-based initiatives, is gaining traction as a powerful way to …