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Point Loma Estate Planning Law

Can I create rotating trustee selection committees to ensure fairness?

May 31, 2025 by admin

The idea of rotating trustee selection committees is an interesting one, aiming to mitigate potential biases and ensure a more …

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Can a trust allow flexible disbursement timing based on treatment cycles?

May 31, 2025 by admin

Absolutely, a thoughtfully drafted trust can absolutely accommodate flexible disbursement timing, specifically geared towards the fluctuating needs presented by treatment …

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Can I establish a rolling trust with automatic renewal conditions?

May 31, 2025 by admin

The concept of a “rolling trust” – a trust that automatically renews or resets – isn’t a standard legal construct …

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What happens if I die without a will containing a testamentary trust?

May 31, 2025 by admin

Dying without a will, formally known as dying “intestate,” can create significant complications for your loved ones, especially if you …

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Can a special needs trust help establish accessible emergency contact networks?

May 30, 2025 by admin

For individuals with special needs, ensuring access to a robust emergency contact network is paramount, and a thoughtfully constructed special …

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Can a bypass trust require diversity in professional advisors selected by trustees?

May 8, 2025 by admin

The question of whether a bypass trust can *require* diversity in the professional advisors selected by trustees is complex, navigating …

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Can a bypass trust receive distributions from another trust?

May 8, 2025 by admin

The question of whether a bypass trust—also known as a B trust or generation-skipping trust—can receive distributions from another trust …

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Can a bypass trust provide lifetime income to the spouse and then go to charity?

May 8, 2025 by admin

The concept of a bypass trust, also known as a marital bypass trust or a B trust, is a powerful …

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Can a bypass trust provide for a non-U.S. citizen spouse?

May 8, 2025 by admin

The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—can effectively provide for …

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Can a bypass trust prevent disputes among children over inheritance?

May 8, 2025 by admin

The question of inheritance and potential family disputes is a common concern for estate planning clients, and a bypass trust—also …

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