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Point Loma Estate Planning Law

Can I tie estate-supported housing to family care commitments?

June 1, 2025 by admin

The question of integrating estate-supported housing with family care commitments is becoming increasingly relevant as demographics shift and the costs …

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Can I specify cultural or religious obligations in the terms of a testamentary trust?

June 1, 2025 by admin

Yes, you absolutely can specify cultural or religious obligations within the terms of a testamentary trust, and it’s becoming increasingly …

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Can a special needs trust cover the cost of online certification programs?

June 1, 2025 by admin

Navigating the financial landscape for a loved one with special needs requires careful planning, and a crucial component of that …

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Can I create a clause that reduces distributions based on criminal convictions?

June 1, 2025 by admin

The question of whether a trust can reduce or eliminate distributions to a beneficiary based on a criminal conviction is …

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Can I authorize someone to change terms in my trust after death?

June 1, 2025 by admin

The question of whether you can authorize someone to change the terms of your trust *after* your death is a …

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Can a trust be structured to provide housing cost adjustments annually?

May 9, 2025 by admin

The question of whether a trust can be structured to provide housing cost adjustments annually is a common one, particularly …

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Can a trust be required to align with universal design principles?

May 9, 2025 by admin

The question of whether a trust can be *required* to align with universal design principles is complex, but increasingly relevant. …

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Can a trust be limited to distributions from trust income only?

May 9, 2025 by admin

The question of whether a trust can be limited to distributions from trust income only is a common one, and …

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Can a trust be created jointly with a business partner?

May 9, 2025 by admin

The question of whether a trust can be created jointly with a business partner is a common one, particularly amongst …

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Can a Trust Avoid Capital Gains Tax?

May 9, 2025 by admin

The question of whether a trust can avoid capital gains tax is a common one for individuals and families considering …

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