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Point Loma Estate Planning Law

Can the bypass trust hold an interest in a family partnership?

May 10, 2025 by admin

The question of whether a bypass trust, also known as a generation-skipping trust, can hold an interest in a family …

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Can the bypass trust be used to delay asset distribution until a child’s marriage?

May 10, 2025 by admin

The bypass trust, also known as a generation-skipping trust (GST), is a powerful estate planning tool frequently employed by trust …

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Can the Beneficiary Also Be the Trustee?

May 10, 2025 by admin

The question of whether a beneficiary can also serve as a trustee is a frequent one for Ted Cook, a …

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Can testamentary trusts pay annual dividends to beneficiaries?

May 10, 2025 by admin

Testamentary trusts, established through a will and taking effect after someone’s passing, are versatile tools for estate planning, but the …

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Can retirement accounts go into a testamentary trust?

May 10, 2025 by admin

The question of whether retirement accounts can be directed into a testamentary trust is a frequent one for Ted Cook, …

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