Can the trust hold a specific minimum in cash reserves at all times?
Yes, a trust can absolutely be designed to maintain a specific minimum amount of cash reserves at all times, and …
Point Loma Estate Planning Law
Can I require pre-marital agreements for beneficiaries?
The question of whether you can require pre-marital agreements for beneficiaries is a nuanced one, deeply rooted in estate planning …
Can I prohibit certain investments in the trust?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to exert control over not just *if* …
Can a bypass trust require tax planning education for heirs?
The creation of a bypass trust, also known as a credit shelter trust or a B trust, is a sophisticated …
Can I use the trust to sponsor family summits on wealth management?
Establishing and maintaining wealth isn’t just about accumulating assets; it’s about preserving them for future generations and fostering financial literacy …
Can the trust include succession planning for key business assets?
The question of incorporating succession planning for key business assets within a trust is paramount for business owners, and a …
Can the trust include protections from creditors of the beneficiaries?
The question of shielding trust assets from the creditors of beneficiaries is a frequently asked one, particularly in today’s litigious …
Can the trust include green energy credits for housing improvements?
The question of incorporating green energy credits within a trust, specifically concerning housing improvements, is becoming increasingly prevalent as sustainability …
Can the trust include directions for asset liquidation upon a triggering event?
The short answer is a resounding yes, a trust can absolutely include detailed directions for asset liquidation upon a triggering …
Can the trust include audit provisions enforceable by the IRS?
The question of whether a trust can include audit provisions enforceable by the IRS is a nuanced one, deeply rooted …