Can a special needs trust pay for dual-language therapy materials?
A special needs trust (SNT) is a powerful tool designed to provide for the needs of individuals with disabilities without …
Point Loma Estate Planning Law
Can a revocable trust own a checking account?
Yes, a revocable trust absolutely can, and often should, own a checking account, and this is a foundational element of …
Can I mandate heirs meet annually in-person or virtually?
As an estate planning attorney in San Diego, I often encounter clients wanting to ensure their family remains connected and …
Can I cap trust distributions based on wealth level of the beneficiary?
The question of whether you can cap trust distributions based on a beneficiary’s wealth is a surprisingly common one for …
Can a CRT provide for early remainder release if donor health fails?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can my heirs contest my trust?
The question of whether your heirs can contest your trust is a common concern for many individuals undertaking estate planning. …
Can my estate plan limit legal jurisdiction for disputes?
The question of whether an estate plan can truly limit legal jurisdiction for disputes is a complex one, particularly within …
Can my estate plan account for future changes in citizenship status?
Estate planning is often viewed as a static process – create a plan, and it remains effective indefinitely. However, life …
Can I write in a beneficiary scoring system for incentive-based inheritance?
The concept of incentive-based inheritance, often framed as a “beneficiary scoring system,” is gaining traction as a method to encourage …
Can I use the trust to sponsor family summits on wealth management?
The question of utilizing trust assets for family summits focused on wealth management is a common one, particularly among high-net-worth …