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Point Loma Estate Planning Law

Can I plan for my estate to support refugee resettlement or migration efforts?

June 5, 2025 by admin

Absolutely, estate planning offers a powerful avenue to direct your resources towards causes you care about, including supporting refugee resettlement …

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Can a special needs trust support group housing arrangements?

June 5, 2025 by admin

The question of whether a special needs trust can support group housing arrangements is complex, but generally, yes, with careful …

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Can a testamentary trust be used to support aging parents?

June 5, 2025 by admin

A testamentary trust, established through a will and taking effect after death, can indeed be a powerful tool to support …

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Can I require all estate professionals to complete DEI training?

June 5, 2025 by admin

The question of mandating Diversity, Equity, and Inclusion (DEI) training for estate planning professionals—attorneys, financial advisors, accountants, and others—is complex, …

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Can a bypass trust provide funding to digitize family photos and records?

June 5, 2025 by admin

The question of whether a bypass trust can fund projects like digitizing family photos and records is a common one, …

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Can I require a performance-based trustee compensation model?

May 10, 2025 by admin

The question of whether you can require a performance-based trustee compensation model is complex, deeply rooted in trust law, and …

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Can I require a cost-benefit report before new disbursement categories are added?

May 10, 2025 by admin

As a trustee, meticulously managing trust assets is paramount, and that includes controlling disbursement categories. Requiring a cost-benefit report *before* …

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Can I Rent Out a Property Held in an Irrevocable Trust?

May 10, 2025 by admin

The question of whether you can rent out a property held within an irrevocable trust is surprisingly complex, hinging heavily …

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Can I record my trust with a digital notary service?

May 10, 2025 by admin

The question of whether you can record your trust with a digital notary service is increasingly relevant in our modern, …

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Can I receive a lifetime annuity through a CRT?

May 10, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …

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