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Can I use the trust to fund only certain types of education?
Absolutely, a trust can be meticulously crafted to fund only specific types of education, offering a granular level of control …
Can I restrict the trust from making certain types of investments?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to exert control even *after* they’re gone, …
Can I specify a formula to calculate yearly distributions?
Yes, absolutely you can specify a formula to calculate yearly distributions within a trust, and it’s a crucial aspect of …
Can a bypass trust purchase and manage a life insurance policy on the spouse?
Absolutely, a bypass trust – also known as a credit shelter trust or an A-B trust – can indeed purchase …
Can I be a beneficiary of my own irrevocable trust?
The question of whether you can be a beneficiary of your own irrevocable trust is complex and depends heavily on …
Can I allow third-party audits of trust activity?
The question of allowing third-party audits of trust activity is complex, heavily dependent on the specific trust document, state law, …