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Point Loma Estate Planning Law

Can a trust support social media content moderation for the beneficiary?

June 4, 2025 by admin

The question of whether a trust can support social media content moderation for a beneficiary is increasingly relevant in today’s …

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Can a bypass trust be funded incrementally rather than in a lump sum?

June 4, 2025 by admin

Absolutely, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …

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Can a special needs trust pay for participation in clinical drug trials?

June 4, 2025 by admin

The question of whether a special needs trust (SNT) can pay for participation in clinical drug trials is complex, heavily …

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Can estate planning account for inflation?

June 4, 2025 by admin

Absolutely, thoughtful estate planning can and *should* account for inflation to preserve the real value of your assets for your …

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Can I include charitable obligations in the estate structure?

June 4, 2025 by admin

Absolutely, incorporating charitable giving into your estate plan is a powerful way to leave a lasting legacy and support causes …

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Can I include travel stipends for educational opportunities?

May 10, 2025 by admin

The question of whether travel stipends for educational opportunities can be included within a trust is a common one for …

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Can I include sustainability clauses for real estate in the trust?

May 10, 2025 by admin

The increasing awareness of environmental responsibility is shifting how we approach estate planning, and the inclusion of sustainability clauses within …

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Can I include seasonal distribution options based on beneficiary needs?

May 10, 2025 by admin

The question of tailoring trust distributions to reflect seasonal or fluctuating beneficiary needs is a remarkably common one, particularly for …

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Can I include religious bequests in my estate plan?

May 10, 2025 by admin

Absolutely, you can include religious bequests in your estate plan, and it’s a surprisingly common practice. Many individuals hold deep …

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Can I include property-sharing agreements among heirs?

May 10, 2025 by admin

The question of incorporating property-sharing agreements amongst heirs within a comprehensive estate plan is a frequent one for Ted Cook, …

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Recent Posts

  • Can a marital trust be created through a will, or does it require a separate trust document?
  • Can I restrict foreign travel funding during pandemics or emergencies?
  • Can the trust subsidize non-clinical holistic treatments?

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