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Point Loma Estate Planning Law

Can the trust compensate a legal guardian for their time?

June 2, 2025 by admin

The question of whether a trust can compensate a legal guardian for their time is a common one, and the …

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Can I create a collective art acquisition fund for the family?

June 2, 2025 by admin

Establishing a collective art acquisition fund for the family is an increasingly popular estate planning tool, blending financial strategy with …

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Can I structure the trust to mirror private foundation rules?

June 2, 2025 by admin

The question of whether a trust can be structured to mirror the rules governing private foundations is a complex one, …

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Can the trust cover legal fees for beneficiaries seeking asylum or refugee status?

June 2, 2025 by admin

Navigating the complexities of immigration law, particularly when seeking asylum or refugee status, presents significant financial hurdles for many individuals. …

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Can I require that beneficiary life milestones be documented for trust archives?

June 2, 2025 by admin

As an estate planning attorney in San Diego, I often encounter clients wanting to ensure their trusts not only distribute …

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Can I appoint a historian to document trust impact for family archives?

May 9, 2025 by admin

The question of whether you can appoint a historian to document the impact of a trust for family archives is …

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Can I Allow Virtual Meetings for Trustee Decisions?

May 9, 2025 by admin

The question of whether trustees can legitimately conduct meetings and make decisions virtually has become increasingly prevalent, especially in the …

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Can I allow the trustee to restructure trust assets if markets shift?

May 9, 2025 by admin

The question of whether a trustee can restructure trust assets in response to market shifts is a common one for …

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Can I allow temporary trustee powers during caregiver vacations?

May 9, 2025 by admin

The question of whether you can allow temporary trustee powers during caregiver vacations is a common one, particularly as families …

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Can I allow partial asset sales only during specific economic conditions?

May 9, 2025 by admin

The question of permitting partial asset sales within a trust, specifically contingent on economic conditions, is a complex one demanding …

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  • Can a CRT be funded with personal property like collectibles or jewelry?
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