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Point Loma Estate Planning Law

Can a special needs trust pay for dual-language therapy materials?

June 6, 2025 by admin

A special needs trust (SNT) is a powerful tool designed to provide for the needs of individuals with disabilities without …

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Can a revocable trust own a checking account?

June 6, 2025 by admin

Yes, a revocable trust absolutely can, and often should, own a checking account, and this is a foundational element of …

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Can I mandate heirs meet annually in-person or virtually?

June 6, 2025 by admin

As an estate planning attorney in San Diego, I often encounter clients wanting to ensure their family remains connected and …

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Can I cap trust distributions based on wealth level of the beneficiary?

June 6, 2025 by admin

The question of whether you can cap trust distributions based on a beneficiary’s wealth is a surprisingly common one for …

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Can a CRT provide for early remainder release if donor health fails?

June 6, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …

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Can my heirs contest my trust?

May 10, 2025 by admin

The question of whether your heirs can contest your trust is a common concern for many individuals undertaking estate planning. …

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Can my estate plan limit legal jurisdiction for disputes?

May 10, 2025 by admin

The question of whether an estate plan can truly limit legal jurisdiction for disputes is a complex one, particularly within …

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Can my estate plan account for future changes in citizenship status?

May 10, 2025 by admin

Estate planning is often viewed as a static process – create a plan, and it remains effective indefinitely. However, life …

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Can I write in a beneficiary scoring system for incentive-based inheritance?

May 10, 2025 by admin

The concept of incentive-based inheritance, often framed as a “beneficiary scoring system,” is gaining traction as a method to encourage …

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Can I use the trust to sponsor family summits on wealth management?

May 10, 2025 by admin

The question of utilizing trust assets for family summits focused on wealth management is a common one, particularly among high-net-worth …

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Recent Posts

  • Can an irrevocable trust hold life insurance?
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