Can a testamentary trust invest in cryptocurrency?
Testamentary trusts, established through a will and taking effect after death, present unique considerations when it comes to investment strategies, …
Point Loma Estate Planning Law
Can I structure my estate to address environmental disasters?
The increasing frequency and severity of environmental disasters—from wildfires and hurricanes to floods and droughts—are prompting more individuals to consider …
Can a trust hold intellectual property rights?
Absolutely, a trust can indeed hold intellectual property (IP) rights, offering a powerful tool for estate planning and asset management, …
Can estate planning help manage out-of-state property?
Estate planning is often perceived as a tool for distributing assets after one’s passing, but its benefits extend far beyond …
Can I limit asset allocations to a max threshold per asset class?
As an estate planning attorney in San Diego, I often encounter clients wanting control, not just over the *distribution* of …
Can a bypass trust have flexible provisions for unique beneficiary needs?
The core function of a bypass trust, also known as a credit shelter trust or an A-B trust (though less …
Can a bypass trust fund long-term care insurance for the surviving spouse?
The intersection of bypass trusts, long-term care insurance, and estate planning is a complex one, frequently encountered by Ted Cook, …
Can a bypass trust establish loan forgiveness for beneficiaries under specific conditions?
The question of whether a bypass trust—also known as a Grantor Retained Annuity Trust (GRAT)—can facilitate loan forgiveness for beneficiaries …
Can a bypass trust distribute digital assets like cryptocurrency?
The question of whether a bypass trust can distribute digital assets like cryptocurrency is becoming increasingly prevalent as the world …
Can a bypass trust delay full vesting of assets until a beneficiary turns 40?
The question of whether a bypass trust can delay full vesting of assets until a beneficiary turns 40 is a …