Can I create sub-trusts within a bypass trust for each child?
The creation of sub-trusts within a bypass trust, also known as an AB trust or credit shelter trust, for each …
Point Loma Estate Planning Law
Can I include NFT royalties as part of a trust’s income stream?
The question of whether NFT royalties can be included as part of a trust’s income stream is a relatively new …
Can a testamentary trust restrict sales of inherited real estate?
Testamentary trusts, created within a will and taking effect after death, offer a powerful mechanism for controlling the distribution of …
Can the trust include a sustainability clause for how its funds are invested?
Absolutely, a trust can—and increasingly does—include a sustainability clause dictating how its funds are invested, reflecting a growing demand for …
How secure is my trust document?
The security of your trust document is a paramount concern when engaging in estate planning, as it represents the core …
Can I use the bypass trust to pass on digital copyrights or patents?
The bypass trust, also known as a credit shelter trust, is a powerful estate planning tool traditionally used to shield …
Can I use gamified benchmarks to unlock legacy access?
The question of utilizing gamified benchmarks to unlock access to legacy assets within a trust framework, as practiced by a …
Can I use estate planning to protect royalties from creative works?
The question of safeguarding royalties earned from creative endeavors like music, writing, or inventions through estate planning is paramount for …
Can I use estate planning to ensure my digital legacy is preserved?
In today’s increasingly digital world, our lives are often documented and stored online – photos, videos, social media accounts, financial …
Can I use biometric data to confirm beneficiary identity?
The question of utilizing biometric data to verify beneficiary identities within trust administration is rapidly evolving, driven by technological advancements …