Can I plan for my estate to support refugee resettlement or migration efforts?
Absolutely, estate planning offers a powerful avenue to direct your resources towards causes you care about, including supporting refugee resettlement …
Point Loma Estate Planning Law
Can a special needs trust support group housing arrangements?
The question of whether a special needs trust can support group housing arrangements is complex, but generally, yes, with careful …
Can a testamentary trust be used to support aging parents?
A testamentary trust, established through a will and taking effect after death, can indeed be a powerful tool to support …
Can I require all estate professionals to complete DEI training?
The question of mandating Diversity, Equity, and Inclusion (DEI) training for estate planning professionals—attorneys, financial advisors, accountants, and others—is complex, …
Can a bypass trust provide funding to digitize family photos and records?
The question of whether a bypass trust can fund projects like digitizing family photos and records is a common one, …
Can I require a performance-based trustee compensation model?
The question of whether you can require a performance-based trustee compensation model is complex, deeply rooted in trust law, and …
Can I require a cost-benefit report before new disbursement categories are added?
As a trustee, meticulously managing trust assets is paramount, and that includes controlling disbursement categories. Requiring a cost-benefit report *before* …
Can I Rent Out a Property Held in an Irrevocable Trust?
The question of whether you can rent out a property held within an irrevocable trust is surprisingly complex, hinging heavily …
Can I record my trust with a digital notary service?
The question of whether you can record your trust with a digital notary service is increasingly relevant in our modern, …
Can I receive a lifetime annuity through a CRT?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …