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Point Loma Estate Planning Law

Can a special needs trust include pet care for emotional support animals?

June 6, 2025 by admin

The question of whether a special needs trust can include provisions for the care of emotional support animals is increasingly …

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Can I make benefits contingent on personal development milestones?

June 6, 2025 by admin

The question of tying estate planning benefits to personal development milestones is a fascinating and increasingly relevant one, particularly as …

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Can a trust hold an emergency reserve fund?

June 6, 2025 by admin

Yes, a trust can absolutely hold an emergency reserve fund, and in many cases, it’s a remarkably effective strategy for …

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Can I require a family oath or code of conduct to access funds?

June 6, 2025 by admin

The idea of tying access to inherited funds to adherence to a specific family oath or code of conduct is …

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Can I require the trust to publish an environmental audit every five years?

June 6, 2025 by admin

The question of mandating periodic environmental audits within a trust, specifically every five years, is a fascinating intersection of estate …

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Can I structure the trust to evolve into a multigenerational pooled asset fund?

May 10, 2025 by admin

The question of structuring a trust to evolve into a multigenerational pooled asset fund is increasingly common, particularly among high-net-worth …

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Can I structure distributions using inflation-adjusted formulas?

May 10, 2025 by admin

The question of whether you can structure trust distributions using inflation-adjusted formulas is increasingly relevant in today’s economic climate. Traditional …

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Can I stipulate that trust assets be used for first-home purchases only?

May 10, 2025 by admin

The question of whether you can specifically dictate that trust assets be used *only* for first-home purchases is a common …

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Can I stagger inheritance over decades instead of lump sums?

May 10, 2025 by admin

The concept of distributing inheritance over decades, rather than as a single lump sum, is gaining significant traction in estate …

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Can I specify trust distributions to be held in escrow?

May 10, 2025 by admin

The question of whether you can specify trust distributions to be held in escrow is a common one for Ted …

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