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Point Loma Estate Planning Law

Can I direct how specific items are distributed through a testamentary trust?

June 7, 2025 by admin

Yes, you absolutely can direct how specific items are distributed through a testamentary trust, and that’s one of the most …

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Can a bypass trust distribute assets unevenly among beneficiaries?

June 7, 2025 by admin

The short answer is yes, a bypass trust—also known as a B trust or a family trust—can absolutely distribute assets …

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Can a trust hold and license digital media libraries?

June 7, 2025 by admin

The question of whether a trust can hold and license digital media libraries is becoming increasingly relevant in our digital …

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Can I mandate the use of fiduciary advisors in trust management?

June 7, 2025 by admin

Trusts are powerful tools for managing assets and ensuring your wishes are carried out, but their success hinges on responsible …

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Can the bypass trust include a clause to delay distributions after remarriage?

June 7, 2025 by admin

The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—can include a clause …

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Can the trust be linked to an AI-driven budget assistant?

May 11, 2025 by admin

The intersection of estate planning, specifically trusts, and rapidly evolving technologies like AI-driven budget assistants is a fascinating and increasingly …

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Can the trust be designed to evolve with the beneficiary’s condition?

May 11, 2025 by admin

The question of whether a trust can adapt to a beneficiary’s changing condition is a cornerstone of modern estate planning, …

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Can the trust assist with long-term community housing affordability for heirs?

May 11, 2025 by admin

The question of ensuring long-term housing affordability for heirs is increasingly pertinent, especially in high-cost areas like San Diego. A …

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Can the trust allow early access to capital for charitable emergencies?

May 11, 2025 by admin

The question of whether a trust can allow early access to capital for charitable emergencies is a complex one, deeply …

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Can the trust acquire new real estate holdings after my death?

May 11, 2025 by admin

The question of whether a trust can acquire new real estate holdings after your death is a common one for …

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Recent Posts

  • Can I require trustees to meet periodically with financial advisors?
  • Can I set up a bypass trust to make income-based distributions?
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