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Point Loma Estate Planning Law

Do beneficiaries pay taxes on distributions from the trust?

May 11, 2025 by admin

The question of whether beneficiaries pay taxes on trust distributions is surprisingly complex, hinging on the type of trust, the …

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Can the trustee of a bypass trust delegate investment authority?

May 11, 2025 by admin

The question of whether a trustee of a bypass trust—also known as a credit shelter trust or a family trust—can …

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Can the trustee delegate investment decisions?

May 11, 2025 by admin

The question of whether a trustee can delegate investment decisions is a common one for Ted Cook, a trust attorney …

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Can the trust support subscription to mindfulness and meditation platforms?

May 11, 2025 by admin

The question of whether a trust can support subscriptions to mindfulness and meditation platforms is surprisingly common, reflecting a growing …

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Can the trust support international relocation costs for beneficiaries?

May 11, 2025 by admin

The question of whether a trust can support international relocation costs for beneficiaries is a complex one, deeply rooted in …

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Can the trust support estate or trust education for future successors?

May 11, 2025 by admin

The question of whether a trust can support estate or trust education for future successors is a surprisingly common one, …

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Recent Posts

  • Can you provide guidance on intergenerational estate planning?
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