Can I include planning for future family expansion (adoption, IVF, etc.)?
Estate planning is often perceived as solely for those nearing the end of life, or with significant assets to protect, …
Point Loma Estate Planning Law
Can I use a charitable remainder trust to provide for my children?
A charitable remainder trust (CRT) is a sophisticated estate planning tool often considered for philanthropic individuals, but its applicability to …
Is a revocable trust public record?
A revocable trust, often called a living trust, is a foundational tool in estate planning, allowing individuals to control their …
Can I reward intergenerational teaching or mentorship within the family?
The desire to foster connection and knowledge transfer between generations is a beautiful one, and the question of formally “rewarding” …
Can I create tiered beneficiary access based on personal milestones?
The question of whether you can structure beneficiary access to funds based on personal milestones is a fascinating and increasingly …
Can a testamentary trust hold antiques or artwork?
Testamentary trusts, established through a will and taking effect after death, are versatile tools for managing and distributing assets. A …
Can a Testamentary Trust Handle Social Media Accounts?
The question of whether a testamentary trust can handle social media accounts is increasingly relevant in our digital age. Traditionally, …
Can a testamentary trust fund insurance coverage for heirs?
The question of whether a testamentary trust can fund insurance coverage for heirs is a complex one, deeply rooted in …
Can a testamentary trust enforce protection of family reputation online?
The digital age presents novel challenges to estate planning, extending far beyond the traditional concerns of asset distribution. While testamentary …
Can a testamentary trust delay distribution until marriage or graduation?
Testamentary trusts, created within a will and coming into effect after death, offer a remarkable degree of control over how …