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Point Loma Estate Planning Law

Can I require a minimum balance be retained in the bypass trust at all times?

June 6, 2025 by admin

The question of maintaining a minimum balance within a bypass trust—a crucial component of advanced estate planning—is a common one …

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Can I exclude someone from the trust?

June 6, 2025 by admin

The question of whether you can exclude someone from your trust is a common one for estate planning attorneys like …

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Can I schedule rotating review boards to evaluate trust structure?

June 6, 2025 by admin

The idea of scheduling rotating review boards to evaluate trust structures is not a common practice, but it’s a surprisingly …

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Can a trust hold offshore accounts?

June 6, 2025 by admin

The question of whether a trust can hold offshore accounts is complex, and the answer is generally yes, but with …

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Can I include equity-sharing models for family startups?

June 6, 2025 by admin

Equity-sharing models are increasingly popular for family startups, offering a structured way to leverage the financial and intellectual contributions of …

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Can I use a testamentary trust to ensure fair treatment of all heirs?

May 10, 2025 by admin

The question of equitable distribution among heirs is a cornerstone of estate planning, and testamentary trusts, crafted by attorneys like …

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Can I use a testamentary trust to address addiction concerns?

May 10, 2025 by admin

The question of protecting loved ones from self-destructive behaviors, particularly addiction, is a deeply sensitive one. Many individuals understandably seek …

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Can I Use a Special Needs Trust to Pay for Homeschooling?

May 10, 2025 by admin

The question of whether a special needs trust (SNT) can fund homeschooling expenses is complex and depends heavily on the …

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Can I use a revocable trust for legacy planning?

May 10, 2025 by admin

Legacy planning extends far beyond simply dictating where your assets go after you’re gone; it’s about preserving your values, guiding …

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Can I use a living trust to manage assets across multiple states?

May 10, 2025 by admin

The question of whether a living trust can effectively manage assets spread across multiple states is a common one for …

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Recent Posts

  • Can a trust indemnify advisors and third-party managers?
  • Can a bypass trust reduce the size of my probate estate?
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