Can I set expiration terms for unused inheritance portions?
The question of whether you can set expiration terms for unused inheritance portions is a complex one, deeply rooted in …
Point Loma Estate Planning Law
Should I notify benefit agencies when funding the trust?
Funding a special needs trust—a critical component of long-term financial security for individuals with disabilities—often raises the question of whether …
Can my estate plan include a grievance process for dissatisfied heirs?
The question of including a grievance process for dissatisfied heirs within an estate plan is gaining traction as families navigate …
Can I limit investment to government securities in a testamentary trust?
Yes, you can generally limit investments within a testamentary trust to government securities, although there are important considerations and potential …
Can a special needs trust offer wearable hydration tracking tools?
The question of whether a special needs trust can fund wearable hydration tracking tools is multifaceted, touching upon the core …
Can the trust provide assistance with online learning technologies?
The question of whether a trust can provide assistance with online learning technologies is increasingly relevant in today’s rapidly evolving …
Can the trust prohibit early distributions except in cases of terminal illness?
The question of whether a trust can prohibit early distributions except in cases of terminal illness is a common one …
Can the trust prevent all investments in private equity?
The question of whether a trust can entirely prevent investments in private equity is multifaceted, hinging heavily on the specific …
Can the trust pay for telehealth subscriptions or virtual care platforms?
The question of whether a trust can pay for telehealth subscriptions or virtual care platforms is becoming increasingly prevalent as …
Can the trust pay for private security in extreme situations?
The question of whether a trust can pay for private security in extreme situations is multifaceted, deeply rooted in the …