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Point Loma Estate Planning Law

Can a testamentary trust include a special needs provision?

June 6, 2025 by admin

Yes, a testamentary trust can absolutely include a special needs provision, and in fact, it’s often a crucial component for …

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Can I use a living trust to manage finances if I become disabled?

June 6, 2025 by admin

A living trust, often referred to as a revocable living trust, is a powerful estate planning tool that extends beyond …

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Can a trust prioritize funding for therapies over recreation?

June 6, 2025 by admin

Absolutely, a trust can be specifically designed to prioritize funding for therapies, such as physical, occupational, or behavioral healthcare, over …

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Can I allow timed pauses in trust operations for strategic review?

June 6, 2025 by admin

Absolutely, strategically timed pauses in trust operations, often referred to as “trust pauses” or “review periods,” are not only permissible …

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How is successor trustee power passed on within a testamentary trust?

June 6, 2025 by admin

A testamentary trust, created within a will, designates a trustee to manage assets for beneficiaries according to the will’s instructions; …

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Can I use estate planning to appoint a digital executor?

May 10, 2025 by admin

The rapid expansion of our digital lives has introduced a complex issue for estate planning: what happens to our online …

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Can I use an irrevocable trust to support lifelong education?

May 10, 2025 by admin

The question of utilizing an irrevocable trust for lifelong education is gaining traction as individuals increasingly recognize the importance of …

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Can I Use a Trust to Set Up a Family Council?

May 10, 2025 by admin

The question of whether a trust can facilitate a family council is multifaceted, demanding consideration of both legal structures and …

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Can I use a trust to keep property in the family?

May 10, 2025 by admin

The question of preserving family property for generations is a deeply rooted desire for many. A trust, particularly an irrevocable …

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Can I use a trust to encourage intergenerational mentorship?

May 10, 2025 by admin

The concept of leveraging a trust to foster intergenerational mentorship is both innovative and increasingly relevant in today’s society. Traditional …

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