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Point Loma Estate Planning Law

Is disinheriting someone in a trust more secure than a will?

June 7, 2025 by admin

The question of whether a trust offers a more secure method of disinheritance than a will is a common one …

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Can I fund a CRT through installment contributions?

June 7, 2025 by admin

Charitable Remainder Trusts (CRTs) offer a powerful way to support your favorite charities while potentially reducing your current income tax …

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Can I require the trust to hold part of its value in physical gold?

June 7, 2025 by admin

Yes, you absolutely can require a trust to hold part of its value in physical gold, though it requires careful …

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Can I use estate planning to coordinate care among multiple adult children?

June 7, 2025 by admin

Estate planning isn’t just about what happens after you’re gone; it’s a powerful tool for managing your affairs—including healthcare decisions—while …

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Can a special needs trust support a training program for using adaptive technology?

June 7, 2025 by admin

Absolutely, a special needs trust can, and often *should*, support training programs for using adaptive technology, ensuring beneficiaries maximize their …

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Can the trust impose media embargoes during estate litigation?

May 11, 2025 by admin

The question of whether a trust can impose media embargoes during estate litigation is complex, hinging on a delicate balance …

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Can the trust hold insurance policies for key beneficiaries?

May 11, 2025 by admin

The question of whether a trust can hold insurance policies for key beneficiaries is a common one, and the answer …

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Can the trust help support technological training for job placement?

May 11, 2025 by admin

The question of whether a trust can support technological training for job placement is increasingly relevant in today’s rapidly evolving …

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Can the trust grant beneficiaries funds for political campaign contributions?

May 11, 2025 by admin

The question of whether a trust can grant beneficiaries funds for political campaign contributions is a complex one, steeped in …

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Can the Trust Fund Storage of Durable Medical Equipment?

May 11, 2025 by admin

The question of whether a trust fund can be used for the storage of durable medical equipment (DME) is surprisingly …

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