Can I structure a trust to provide multi-generational tax efficiency?
Absolutely, strategically structuring a trust *can* provide significant multi-generational tax efficiency, allowing assets to pass down through families with minimized …
Point Loma Estate Planning Law
What happens to trust-owned timeshares or vacation properties?
Timeshares and vacation properties held within a trust present unique estate planning considerations, often overlooked yet potentially costly if not …
Can the trust require trustees to hold advanced fiduciary credentials?
Absolutely, a trust can indeed require trustees to hold advanced fiduciary credentials, and increasingly, it’s becoming a best practice to …
Should I wait until retirement to make a trust?
The question of when to establish a trust is a common one, and the answer isn’t necessarily tied to a …
Can a bypass trust fund the purchase of a vehicle for a dependent?
Bypass trusts, also known as exemption trusts, are powerful estate planning tools designed to take advantage of the federal and …
Can a bypass trust guarantee funeral expenses of all beneficiaries?
The question of whether a bypass trust can guarantee funeral expenses for all beneficiaries is complex, but generally, a well-structured …
Can a bypass trust fund legal expenses for estate disputes?
The question of whether a bypass trust can fund legal expenses for estate disputes is a common one for Ted …
Can a bypass trust endow a legacy award for public service?
The concept of a bypass trust is a sophisticated estate planning tool, frequently employed by Ted Cook, a Trust Attorney …
Can a bypass trust distribute education-related technology expenses?
Bypass trusts, also known as generation-skipping trusts, are powerful estate planning tools designed to avoid estate taxes when assets pass …
Can a bypass trust disburse funds for emergency relocation due to conflict or disaster?
The question of whether a bypass trust can disburse funds for emergency relocation due to conflict or disaster is a …