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Point Loma Estate Planning Law

Can I fund a vehicle maintenance plan through a testamentary trust?

June 4, 2025 by admin

The question of whether a testamentary trust can fund a vehicle maintenance plan is complex, hinging on the trust’s specific …

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Can I require professional development goals before releasing principal?

June 4, 2025 by admin

The question of tying principal release to professional development goals for educators is increasingly common, reflecting a shift toward accountability …

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Can a trust hold domain names?

June 4, 2025 by admin

Yes, a trust can absolutely hold domain names, and increasingly, it’s a savvy practice for estate planning and asset protection, …

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Can I create a bypass trust to maintain long-term family property ownership?

June 4, 2025 by admin

The question of preserving family property for generations is a common one, and bypass trusts, also known as AB trusts …

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Can a special needs trust own life insurance?

June 4, 2025 by admin

Yes, a special needs trust can absolutely own life insurance, and often does as a crucial component of long-term financial …

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Can I prevent trust income from being used on recreational drugs?

May 10, 2025 by admin

Establishing a trust is a powerful estate planning tool, allowing you to control how and when your assets are distributed. …

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Can I prevent future amendments to an irrevocable trust?

May 10, 2025 by admin

The very nature of an “irrevocable” trust suggests a finality that many trust creators desire; however, the reality is slightly …

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Can I prevent assets from being sold without a formal vote?

May 10, 2025 by admin

The question of preventing asset sales without a proper vote is a crucial one for anyone involved in a trust, …

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Can I plan for the use of AI-based tools to manage my estate in the future?

May 10, 2025 by admin

The intersection of estate planning and artificial intelligence is rapidly evolving, presenting both exciting possibilities and complex legal considerations. Traditionally, …

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Can I plan for regular review of my estate plan during my lifetime?

May 10, 2025 by admin

Estate planning isn’t a ‘set it and forget it’ endeavor; life is dynamic, and your plan needs to adapt. Ted …

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