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Point Loma Estate Planning Law

Can I designate a media relations contact for a high-profile testamentary trust?

June 5, 2025 by admin

The question of designating a media relations contact for a high-profile testamentary trust is complex, touching on privacy concerns, fiduciary …

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Can a testamentary trust affect Medicaid eligibility?

June 5, 2025 by admin

Yes, a testamentary trust can absolutely affect Medicaid eligibility, and understanding how is crucial for individuals planning for long-term care …

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Can I direct the bypass trust to prioritize zero-waste operations?

June 5, 2025 by admin

The question of incorporating environmental priorities, like zero-waste operations, into a bypass trust is increasingly relevant as clients express desires …

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Can a trust include funding for career coaching?

June 5, 2025 by admin

Absolutely, a trust can absolutely include funding for career coaching, offering a unique and increasingly popular avenue for supporting beneficiaries …

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Can I assign cultural stewardship roles to beneficiaries based on expertise?

June 5, 2025 by admin

As an estate planning attorney in San Diego, I frequently encounter clients with unique assets beyond the strictly financial – …

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Can I provide for posthumous intellectual property royalties in my estate plan?

May 10, 2025 by admin

The question of whether one can provide for posthumous intellectual property (IP) royalties within an estate plan is a complex …

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Can I provide for environmental conservation through the trust?

May 10, 2025 by admin

The desire to leave a legacy extends beyond financial assets for many individuals, increasingly encompassing a commitment to environmental stewardship. …

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Can I Provide a Travel Stipend Through the Testamentary Trust?

May 10, 2025 by admin

The question of whether a testamentary trust can provide a travel stipend is a common one for Ted Cook, a …

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Can I prohibit use of trust funds for political lobbying or PAC donations?

May 10, 2025 by admin

The question of restricting the use of trust funds for political activities, specifically lobbying or Political Action Committee (PAC) donations, …

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Can I prohibit trust assets from being pledged as collateral?

May 10, 2025 by admin

The question of whether you can prohibit trust assets from being pledged as collateral is a common concern for grantors …

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Recent Posts

  • Can the trust bar trustees from engaging in self-dealing?
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