Can I cap beneficiary lifestyle inflation using trust metrics?
Lifestyle inflation, the tendency for spending to increase with income, is a common challenge for beneficiaries inheriting wealth, and a …
Point Loma Estate Planning Law
Can a testamentary trust handle social media accounts?
The question of whether a testamentary trust can handle social media accounts is increasingly relevant in our digital age, as …
What happens to a testamentary trust if a named beneficiary dies before me?
A testamentary trust, established within a will, provides a structured way to manage assets for beneficiaries, even after the grantor’s …
Can I require algorithmic audits for investment automation in the trust?
The increasing use of algorithmic or “robo” investment platforms within trusts presents a fascinating, and sometimes concerning, intersection of traditional …
What happens to trust assets if the trust is challenged?
A trust, while seemingly secure, isn’t immune to legal challenges, and the fate of its assets during such a dispute …
How does a special needs trust differ from a traditional trust?
Trusts are powerful tools for estate planning, allowing individuals to control how and when their assets are distributed. However, not …
How do testamentary trusts interact with durable powers of attorney?
The intersection of testamentary trusts and durable powers of attorney is a crucial area of estate planning, often requiring careful …
How do I transfer real estate into a trust?
Transferring real estate into a trust is a crucial step in estate planning, offering benefits like probate avoidance, asset protection, …
How do I prove the trust’s validity to banks or institutions?
Establishing the validity of a trust to financial institutions like banks or investment companies is a crucial step in managing …
How do I leave money for a minor child?
Planning for the future financial well-being of your children is a cornerstone of responsible estate planning, and a common question …