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Point Loma Estate Planning Law

Can a trust claim damages on behalf of a deceased grantor?

June 6, 2025 by admin

The question of whether a trust can claim damages on behalf of a deceased grantor is complex, hinging on several …

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Can a testamentary trust legally recognize chosen families or non-blood relatives?

June 6, 2025 by admin

Yes, a testamentary trust can absolutely legally recognize chosen families or non-blood relatives, offering a powerful tool to ensure care …

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Can a trust give bonuses for academic achievements?

June 6, 2025 by admin

Yes, a trust can absolutely be structured to provide bonuses or incentives for academic achievements, though careful planning and specific …

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Can a special needs trust support outdoor or nature-based therapy?

June 6, 2025 by admin

Special needs trusts are powerful tools designed to provide for individuals with disabilities without jeopardizing their eligibility for crucial government …

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Can a trust avoid capital gains tax?

June 6, 2025 by admin

Trusts are powerful tools in estate planning, offering benefits beyond simply asset distribution; however, the notion that a trust can …

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Can I structure my estate plan to benefit domestic and international charities?

May 10, 2025 by admin

The desire to leave a lasting legacy extends beyond family for many individuals, prompting them to include charitable giving as …

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Can I structure a CRT to fund veterinary care programs?

May 10, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often utilized for significant charitable giving while simultaneously providing income to …

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Can I stagger trust distributions over decades?

May 10, 2025 by admin

The concept of staggering trust distributions over decades is not only possible but is a common and often highly advisable …

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Can I split a bypass trust into separate trusts for each child?

May 10, 2025 by admin

The question of whether you can split a bypass trust—also known as a credit shelter trust or an A-B trust—into …

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Can I specify that a bypass trust only funds environmentally sustainable investments?

May 10, 2025 by admin

The question of whether you can specify that a bypass trust—also known as a QTIP trust or marital trust—only funds …

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