Can a bypass trust be dissolved early if no longer needed?
The question of dissolving a bypass trust early is surprisingly common, particularly as circumstances change after its creation. A bypass …
Point Loma Estate Planning Law
Can a bypass trust be audited annually by a third-party accountant?
The question of whether a bypass trust—also known as a credit shelter trust—can be audited annually by a third-party accountant …
Can a bypass trust allocate travel funds for educational programs abroad?
The question of whether a bypass trust can allocate funds for educational programs abroad is a surprisingly common one for …
Can a bank or charity serve as trustee of the trust?
The question of who can serve as trustee is central to effective estate planning, and the answer is definitively yes, …
Are there penalties for not following the trust terms?
Navigating the world of trusts can be complex, and a frequent concern for beneficiaries and trustees alike is understanding the …
Are there annual maintenance requirements for my trust?
Establishing a trust with a San Diego trust attorney like Ted Cook is a significant step in estate planning, but …