Can the surviving spouse choose to opt out of a bypass trust?
The question of whether a surviving spouse can opt out of a bypass trust – also known as an AB …
Point Loma Estate Planning Law
Can the trust invest in real estate development projects?
Yes, a trust absolutely can invest in real estate development projects, but it’s a nuanced area requiring careful consideration and …
Can I fund mobile estate apps to guide beneficiaries post-distribution?
The question of funding mobile estate apps to assist beneficiaries after the distribution of assets is increasingly relevant in today’s …
Can a special needs trust subsidize specialized personal training sessions?
The question of whether a special needs trust (SNT) can cover the cost of specialized personal training sessions is a …
Can a special needs trust invest in real estate development or REITs?
Special needs trusts (SNTs) are powerful tools for providing for individuals with disabilities without disqualifying them from vital government benefits …
Can a bypass trust help prevent disqualification from VA benefits?
Navigating the complexities of Veterans Affairs (VA) benefits while simultaneously engaging in estate planning can be a challenging undertaking. Many …
Can a bypass trust fund postgraduate studies or professional training?
The question of whether a bypass trust can fund postgraduate studies or professional training is a common one for estate …
Can a bypass trust finance medical tourism for uninsured procedures?
The question of whether a bypass trust can finance medical tourism for uninsured procedures is complex, intertwining estate planning law …
Can a bypass trust distribute funds as matching grants for beneficiary goals?
The concept of a bypass trust, also known as a “B” trust or a marital trust, is a cornerstone of …
Can a bypass trust disburse matching funds for income earned by beneficiaries?
The question of whether a bypass trust can disburse matching funds for income earned by beneficiaries is complex, hinging on …