Can I avoid guardianship court if I become incapacitated?
The prospect of losing control over one’s affairs due to incapacity is a significant concern for many, and a common …
Can I build in carbon offset purchases as a trust expense?
The question of incorporating carbon offset purchases as a legitimate trust expense is increasingly relevant as environmental consciousness grows and …
Can a no-contest clause protect my trust from being challenged?
A no-contest clause, also known as an ‘in terrorem’ clause, is a provision in a trust or will that attempts …
Can a bypass trust include accessibility accommodations for heirs with disabilities?
The question of whether a bypass trust can include accessibility accommodations for heirs with disabilities is not simply a yes …
Can a bypass trust hold real estate?
The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust, can hold …
Can a bypass trust help shield wealth from future legislative tax changes?
The question of shielding wealth from future legislative tax changes is paramount for many high-net-worth individuals and families in San …
Can a bypass trust fund the construction of an ADU for caregiving relatives?
The question of whether a bypass trust can fund the construction of an Accessory Dwelling Unit (ADU) for caregiving relatives …
Can a bypass trust fund be held in a separate trust account?
The question of whether a bypass trust fund can – and should – be held in a separate trust account …
Can a bypass trust distribute income to multiple generations?
The question of whether a bypass trust—also known as a generation-skipping trust—can distribute income to multiple generations is a core …
Can a bypass trust distribute assets in unequal portions among heirs?
The question of whether a bypass trust, also known as a B-Trust, can distribute assets in unequal portions among heirs …