Can the trust pay for self-defense or situational awareness classes?
The question of whether a trust can pay for self-defense or situational awareness classes is a nuanced one, deeply rooted …
Point Loma Estate Planning Law
Can I limit the trust’s ability to invest in certain industries?
Absolutely, you can absolutely limit a trust’s ability to invest in certain industries, and it’s a surprisingly common request driven …
Can I require trustee rotation every 5 years?
The idea of mandating trustee rotation every five years is an intriguing one, often considered by those establishing trusts to …
Can the trust own real estate across international borders?
Yes, a trust can indeed own real estate across international borders, but it’s a significantly more complex undertaking than owning …
Can I delay income payments until a pre-defined retirement year?
The ability to delay income payments until a pre-defined retirement year is a common question for individuals engaged in estate …
How do I choose the right trustee?
Selecting a trustee is arguably the most critical decision when establishing a trust. It’s not merely about naming someone you …
How do I avoid double taxation in a trust?
Navigating the tax implications of trusts can seem daunting, particularly the concern of double taxation – where income is taxed …
How can I protect inherited funds from bad decisions?
Receiving an inheritance, while often a blessing, can present unique challenges, especially concerning the potential for mismanagement. Many individuals, suddenly …
How are insurance claim proceeds handled by a testamentary trust?
Testamentary trusts, established through a will and taking effect after death, often become beneficiaries of life insurance policies or receive …
Does the trustee have to file tax returns for the trust?
Navigating the tax obligations of a trust can be surprisingly complex, even for seasoned individuals. As a trust attorney in …