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Point Loma Estate Planning Law

Can I split management of physical vs. digital trust assets between trustees?

June 1, 2025 by admin

The question of dividing asset management responsibilities between trustees, specifically separating physical and digital assets within a trust, is becoming …

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Can a CRT be used to create a scholarship fund after termination?

June 1, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …

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Can a special needs trust support cloud services for health tracking logs?

June 1, 2025 by admin

The question of whether a special needs trust (SNT) can support cloud services for health tracking logs is increasingly relevant …

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Can a bypass trust sponsor a family foundation in the future?

June 1, 2025 by admin

The interplay between bypass trusts and family foundations presents a nuanced area within estate planning, demanding careful consideration of tax …

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Can I establish a CRT with a flexible start date for income payments?

June 1, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …

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Can a trust distribute only income and not principal?

May 9, 2025 by admin

The question of whether a trust can distribute only income and not principal is a fundamental one in estate planning, …

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Can a trust demand genetic testing to confirm biological relationships?

May 9, 2025 by admin

The question of whether a trust can demand genetic testing to confirm biological relationships is becoming increasingly prevalent, especially with …

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Can a trust create its own investment entity?

May 9, 2025 by admin

The question of whether a trust can create its own investment entity is a complex one, often arising in estate …

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Can a trust continue for multiple generations?

May 9, 2025 by admin

The question of whether a trust can endure for multiple generations is a core consideration for many individuals and families …

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Can a trust benefit a cause without forming a foundation?

May 9, 2025 by admin

The question of whether a trust can directly benefit a cause without the necessity of establishing a formal foundation is …

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