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Point Loma Estate Planning Law

Can a CRT support an alumni program at a school or college?

June 1, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can indeed support an alumni program at a school or …

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Can I specify that trust distributions be in a specific currency?

June 1, 2025 by admin

The question of specifying trust distributions in a specific currency is a common one, particularly in our increasingly globalized world …

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Can the trust handle debt repayment for heirs?

June 1, 2025 by admin

Absolutely, a thoughtfully structured trust can indeed handle debt repayment for heirs, but it’s not a simple yes or no …

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Can I assign trustees with dual expertise in finance and sustainability?

June 1, 2025 by admin

The question of whether to assign trustees with dual expertise in finance and sustainability is becoming increasingly relevant as investors …

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Can a special needs trust pay for dental care?

June 1, 2025 by admin

Absolutely, a special needs trust can indeed pay for dental care, and it’s a critical component of comprehensive planning for …

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Can a testamentary trust be used for long-term care planning?

May 9, 2025 by admin

The question of whether a testamentary trust can be utilized for long-term care planning is a common one for individuals …

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Can a testamentary trust be split into equal and unequal parts legally?

May 9, 2025 by admin

Testamentary trusts, established within a will and coming into effect after death, offer a powerful tool for estate planning. However, …

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Can a testamentary trust be contested by disinherited heirs?

May 9, 2025 by admin

Testamentary trusts, created within a will, are powerful estate planning tools offering continued asset management after death, but they aren’t …

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Can a testamentary trust allow for discretionary bonuses?

May 9, 2025 by admin

The question of whether a testamentary trust can allow for discretionary bonuses is a common one for individuals planning their …

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Can a special needs trust support the beneficiary’s job training or career goals?

May 9, 2025 by admin

The question of whether a special needs trust (SNT) can support a beneficiary’s job training or career goals is a …

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