How do gift taxes interact with testamentary trust distributions?
The interplay between gift taxes and testamentary trust distributions is a complex area of estate planning, often requiring careful consideration …
Point Loma Estate Planning Law
How are testamentary trusts different from inter vivos trusts?
Trusts are powerful estate planning tools, allowing individuals to manage assets for beneficiaries, both during their lifetime and after. However, …
How are antique or collectible valuations maintained in a trust?
Establishing and maintaining accurate valuations for antiques and collectibles within a trust is a critical, yet often overlooked, component of …
Does getting married affect my testamentary trust?
The creation of a testamentary trust, established through a will, is a significant step in estate planning. However, life events …
Does a Testamentary Trust Shield Assets from Divorce?
The question of whether a testamentary trust can shield assets from divorce is complex and requires careful consideration of California …
Does a Testamentary Trust Become Public Record?
The question of whether a testamentary trust becomes public record is a common concern for individuals establishing their estate plans …