Can a pour-over will fix gaps in the trust?
A pour-over will is a powerful estate planning tool often used in conjunction with a trust, but whether it can …
Point Loma Estate Planning Law
Can I use a revocable trust for legacy planning?
A revocable trust is indeed a powerful tool for legacy planning, offering a flexible and comprehensive approach to managing and …
Can I make distributions subject to trustee interviews?
The question of whether you can make distributions subject to trustee interviews is a common one, and the answer is …
Can a testamentary trust divide assets equally?
A testamentary trust, created within a will, absolutely can be designed to divide assets equally, but the simplicity of that …
Can a testamentary trust assign value-based scoring to beneficiaries?
Testamentary trusts, established through a will and taking effect after death, offer a degree of control over asset distribution that …
Does the Trust Pay Capital Gains Tax?
The question of whether a trust pays capital gains tax is surprisingly complex, deeply intertwined with the type of trust, …
Does an irrevocable trust require a new tax ID number?
The question of whether an irrevocable trust requires a new tax ID number (also known as an Employer Identification Number …
Does a Testamentary Trust Need to Be Registered with a Government Agency?
The question of whether a testamentary trust needs to be registered with a government agency is a common one, particularly …
Does a move across state lines affect the trust’s validity?
The question of whether a move across state lines affects the validity of a trust is a common concern for …
Do testamentary trusts require a separate tax ID?
The question of whether a testamentary trust requires a separate tax ID, or Employer Identification Number (EIN), is a common …