Can I restrict how trust funds are used by the beneficiaries?
As an Estate Planning Attorney in San Diego, I frequently encounter clients wanting to ensure their legacy extends beyond simply …
Point Loma Estate Planning Law
Can I specify housing allowances in the trust?
Absolutely, specifying housing allowances within a trust is a common and often crucial aspect of comprehensive estate planning, allowing for …
Can I ban purchasing firearms or weapons with trust funds?
The question of whether a trust can prohibit the use of trust funds for the purchase of firearms or weapons …
Can I create a beneficiary onboarding process before any distribution?
The question of whether to implement a beneficiary onboarding process *before* any distribution from a trust or estate is increasingly …
Is a testamentary trust better than joint bank accounts for minors?
Determining the best method for managing assets for minor children requires careful consideration, as both testamentary trusts and joint bank …
Can I use a testamentary trust for pet care and maintenance?
The question of providing for beloved pets after one’s passing is a growing concern for many pet owners, and testamentary …
Can I use a revocable trust to consolidate estate planning?
Estate planning can often feel like assembling a complex puzzle, with wills, power of attorney documents, healthcare directives, and beneficiary …
Can I use a power of attorney to manage my affairs during incapacity?
The question of whether a power of attorney (POA) can be utilized to manage affairs during incapacity is a vital …
Can I use a generation-skipping trust to preserve wealth for grandchildren?
The question of preserving wealth for future generations is a common one, and generation-skipping trusts (GSTs) are a powerful estate …
Can I use a CRT to support both public and private charities?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …