Can I require beneficiaries to meet conditions before receiving assets?
Yes, absolutely, it is quite common, and often advisable, to place conditions on inheritances, ensuring assets are used as intended …
Point Loma Estate Planning Law
Can I require data transparency from trust-managed businesses?
The question of data transparency from businesses operating under trust structures is becoming increasingly relevant, particularly as consumers demand greater …
Can I allow a third party to veto certain trust distributions?
The question of whether you can allow a third party to veto certain trust distributions is a common one for …
Can I use a bypass trust to fund political or civic education programs?
A bypass trust, also known as a generation-skipping trust (GST), is a powerful estate planning tool designed to transfer assets …
Can I tie principal disbursements to demonstrated savings behavior?
The question of whether principal disbursements can be legitimately tied to demonstrated savings behavior is a nuanced one, particularly within …
Can a bypass trust be drafted to comply with foreign reporting regulations?
The question of whether a bypass trust can be drafted to comply with foreign reporting regulations is complex, but generally, …
Can a bypass trust be created after death through probate?
The question of establishing a bypass trust—also known as a credit shelter trust—after someone’s death through probate is a common …
Can a bypass trust avoid capital gains tax when selling appreciated assets?
The question of whether a bypass trust—also known as a Grantor Retained Annuity Trust (GRAT)—can avoid capital gains tax when …
Can a bypass trust allocate assets differently depending on state of residence?
The question of whether a bypass trust – also known as a credit shelter trust or a family trust – …
Are there tax benefits to setting up a special needs trust?
Establishing a Special Needs Trust (SNT) is a crucial step for families seeking to protect the financial future of a …