What kinds of expenses can a testamentary trust legally cover?
A testamentary trust, established through a will and coming into effect after death, is a powerful tool for managing assets …
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Can a trust deny distributions for beneficiaries under investigation?
The question of whether a trust can deny distributions to a beneficiary under investigation is complex, hinging on the specific …
Are testamentary trusts subject to inheritance reporting laws in every state?
Testamentary trusts, created through a will, are indeed generally subject to inheritance reporting laws, though the specifics vary significantly from …
Can I require a minimum balance be retained in the bypass trust at all times?
The question of maintaining a minimum balance within a bypass trust, also known as a credit shelter trust or an …
Can I restrict how trust funds are used by the beneficiaries?
As an Estate Planning Attorney in San Diego, I frequently encounter clients wanting to ensure their legacy extends beyond simply …
Can I specify housing allowances in the trust?
Absolutely, specifying housing allowances within a trust is a common and often crucial aspect of comprehensive estate planning, allowing for …
Can I ban purchasing firearms or weapons with trust funds?
The question of whether a trust can prohibit the use of trust funds for the purchase of firearms or weapons …
Can I create a beneficiary onboarding process before any distribution?
The question of whether to implement a beneficiary onboarding process *before* any distribution from a trust or estate is increasingly …
Is a testamentary trust better than joint bank accounts for minors?
Determining the best method for managing assets for minor children requires careful consideration, as both testamentary trusts and joint bank …
What’s the best resource for finding an estate planning lawyer near by?
The old, weathered clock on the mantle chimed twice, echoing through the empty house. Sarah stared at it listlessly, a …