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Point Loma Estate Planning Law

Can the trust fund creative arts programs for therapeutic purposes?

June 5, 2025 by admin

The question of whether a trust fund can finance creative arts programs for therapeutic purposes is increasingly relevant as individuals …

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Can I establish one trust for multiple disabled family members?

June 5, 2025 by admin

Establishing a trust for a disabled family member is a thoughtful way to ensure their long-term care and financial security, …

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Can I limit professional athletes from using the trust for training?

June 5, 2025 by admin

As an estate planning attorney in San Diego, I often encounter unique circumstances when crafting trusts, and the question of …

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What happens to the trust when I die?

June 5, 2025 by admin

Upon your death, a trust doesn’t simply vanish; instead, it transitions into a new phase managed by a designated trustee, …

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Can a bypass trust contain dynamic clauses based on trust performance?

June 5, 2025 by admin

The concept of a bypass trust, also known as a credit shelter trust, is designed to take advantage of the …

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Can I require pre-marital agreements for beneficiaries?

May 10, 2025 by admin

The question of whether you can require pre-marital agreements for beneficiaries of a trust is complex, deeply rooted in estate …

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Can I require passive income goals for continued benefits?

May 10, 2025 by admin

The question of whether you can require passive income goals as a condition for continued benefits within a trust is …

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Can I require minimum income to access full distributions?

May 10, 2025 by admin

The question of whether you can require minimum income to access full distributions from a trust is a common one …

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Can I require mandatory financial education for beneficiaries of a bypass trust?

May 10, 2025 by admin

The question of whether you can require mandatory financial education for beneficiaries of a bypass trust is a complex one, …

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Can I require independent third-party audits of trust distributions?

May 10, 2025 by admin

The question of whether you can require independent third-party audits of trust distributions is a common one for those establishing …

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