Can the trust prohibit stock options as trustee compensation?
The question of whether a trust can prohibit stock options as trustee compensation is complex, hinging on state law, the …
Point Loma Estate Planning Law
Can I include investment guardrails in perpetuity to preserve core assets?
The question of establishing lasting investment guardrails to safeguard essential assets is paramount in comprehensive estate planning, and Ted Cook, …
Can I write my own will by hand?
The question of whether you can write your own will by hand is surprisingly common, and the answer, while seemingly …
Can the bypass trust provide seed capital for a new business started by an heir?
The question of whether a bypass trust, also known as a credit shelter trust, can provide seed capital for a …
Can I build succession planning triggers into the trust?
Succession planning within a trust is not just about who gets what when you’re gone; it’s about ensuring a smooth …
Can a bypass trust co-invest with other family trusts?
The question of whether a bypass trust – also known as a credit shelter trust – can co-invest with other …
Can a bypass trust be used to preserve the estate tax exemption?
The estate tax, while impacting a relatively small percentage of estates—currently around 0.05% according to the Tax Policy Center—remains a …
Can a bypass trust be used to fund post-divorce spousal obligations?
The question of utilizing a bypass trust to fulfill post-divorce spousal obligations—such as alimony or spousal support—is complex and requires …
Can a bypass trust be used in community property states?
The question of whether a bypass trust – also known as an A-B trust or credit shelter trust – can …
Can a bypass trust be terminated by a supermajority of beneficiaries?
The question of whether a bypass trust can be terminated by a supermajority of beneficiaries is complex and highly dependent …