Can I assign a professional mediator to resolve disputes?
Navigating family dynamics and potential disagreements over an estate can be incredibly challenging, often leading to prolonged legal battles and …
Point Loma Estate Planning Law
Can the trust prevent all investments in private equity?
Trusts, while powerful tools in estate planning, don’t offer an absolute, ironclad prohibition against all private equity investments; instead, they …
What does “lapse” mean in a trust context?
In the realm of trusts and estate planning, the term “lapse” refers to the failure of a gift or bequest …
Can a special needs trust provide flexible budget forecasting support?
For families caring for individuals with special needs, financial planning extends far beyond typical budgeting; it requires anticipating lifelong care …
Do I have to report foreign trusts to the IRS?
The short answer is, quite possibly, yes, and navigating the reporting requirements for foreign trusts can be complex, even for …
Should I put my bank accounts in a trust?
The question of whether to transfer ownership of bank accounts to a trust is a common one for individuals considering …
Should I Give My Financial Advisor a Copy of the Trust?
The question of whether to share your trust documents with your financial advisor is a common one, especially for clients …
Is the trust required to file its own tax return?
The question of whether a trust is required to file its own tax return is surprisingly nuanced, and often causes …
Is court supervision required for testamentary trusts?
Testamentary trusts, created within a last will and testament, are a powerful estate planning tool allowing for the managed distribution …
Is a testamentary trust required to file its own tax return?
The question of whether a testamentary trust needs to file its own tax return is a common one for beneficiaries …