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Point Loma Estate Planning Law

Can a testamentary trust hold seasonal income-producing property?

June 6, 2025 by admin

Yes, a testamentary trust can absolutely hold seasonal income-producing property, offering a powerful tool for estate planning and long-term financial …

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Can a special needs trust include tools for self-monitoring of trust goals?

June 6, 2025 by admin

Absolutely, a special needs trust can and *should* incorporate tools for self-monitoring of trust goals, offering a pathway for beneficiaries …

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Can I include alternative dispute resolution clauses?

June 6, 2025 by admin

Yes, including alternative dispute resolution (ADR) clauses in estate planning documents, such as trusts and wills, is a proactive step …

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Can a trust subsidize peer mentor training for the beneficiary?

June 6, 2025 by admin

Absolutely, a trust can be structured to subsidize, and even fully fund, peer mentor training for a beneficiary, provided the …

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Can I be the trustee of my own irrevocable trust?

June 6, 2025 by admin

The question of whether you can serve as the trustee of your own irrevocable trust is surprisingly complex and requires …

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Can I Use Video to Record Trust Intentions?

May 10, 2025 by admin

The question of whether video recordings can legally solidify trust intentions is becoming increasingly relevant in the digital age. While …

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Can I use the trust to help fund political advocacy relevant to disability?

May 10, 2025 by admin

The question of utilizing trust funds for political advocacy, especially concerning disability rights, is a complex one governed by strict …

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Can I use the trust to enforce healthy lifestyle incentives?

May 10, 2025 by admin

The idea of leveraging a trust to incentivize – or even *enforce* – healthy lifestyle choices is gaining traction, fueled …

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Can I use the bypass trust to support a startup incubator?

May 10, 2025 by admin

The bypass trust, a powerful estate planning tool favored by Ted Cook and other trust attorneys in San Diego, is …

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Can I use my estate plan to enforce family traditions or rituals?

May 10, 2025 by admin

The idea of embedding family traditions within an estate plan—beyond simply distributing assets—is gaining traction, though it’s a surprisingly complex …

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