How do I ensure ongoing care for a pet through my trust?
Planning for the future often centers around family and finances, but many loving pet owners also worry about who will …
Point Loma Estate Planning Law
How do I ensure that the trust aligns with local and federal regulations?
Establishing a trust is a powerful step in estate planning, but its effectiveness hinges on strict adherence to both local …
Can I include a clause requiring annual family meetings?
Absolutely, a trust can, and often should, include a clause requiring annual family meetings, providing a structured forum for open …
Can a special needs trust fund home modifications?
Yes, a special needs trust (SNT) can absolutely be used to fund home modifications, but it requires careful planning and …
Can I change the charitable remainder recipient if needed?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I Receive Income From a Charitable Remainder Trust for Life?
The question of whether one can receive income from a charitable remainder trust (CRT) for life is a common one …
Can I put retirement accounts into an irrevocable trust?
The question of whether you can place retirement accounts into an irrevocable trust is a frequent one for those engaged …
Can I provide seed money only to collaborative heir-led ventures?
The question of providing seed money exclusively to collaborative, heir-led ventures, specifically within the context of estate planning and trust …
Can I provide funding for children’s tutoring or therapy through the trust?
Establishing a trust is a powerful tool for managing and distributing assets according to your wishes, even extending to the …
Can I provide continued funding for a family archive or library?
Preserving family history through an archive or library is a noble pursuit, but ensuring its longevity requires careful financial planning. …