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Point Loma Estate Planning Law

Can I allow a trustee to merge or split trusts for efficiency?

June 7, 2025 by admin

The ability of a trustee to merge or split trusts for efficiency is a complex area of estate planning, heavily …

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Can I create a special needs trust through my will?

June 7, 2025 by admin

Yes, it is possible to create a special needs trust, also known as a supplemental needs trust, through your will, …

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Can I offer interest-free loans instead of outright gifts?

June 7, 2025 by admin

Offering interest-free loans instead of outright gifts is a common estate planning strategy, but it requires careful consideration to avoid …

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Can I require trustees to maintain professional liability insurance?

June 7, 2025 by admin

As an estate planning attorney in San Diego, I frequently encounter questions about trustee responsibilities and safeguards, and one increasingly …

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Can a trust provide structured micro-loans to family entrepreneurs?

June 7, 2025 by admin

Yes, a trust can absolutely be structured to provide micro-loans to family entrepreneurs, though it requires careful planning and adherence …

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Can the trust be revised after one spouse has died?

May 11, 2025 by admin

The question of whether a trust can be revised after the death of one spouse is a common one for …

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Can the trust be funded with retirement accounts?

May 11, 2025 by admin

The question of whether a trust can be funded with retirement accounts is a common one for Ted Cook, a …

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Can the trust bar trustees from engaging in self-dealing?

May 11, 2025 by admin

The question of whether a trust can bar trustees from engaging in self-dealing is central to the integrity of estate …

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Can the trust allow fractional asset purchases like shared real estate?

May 11, 2025 by admin

The question of whether a trust can facilitate fractional asset purchases, particularly shared real estate, is a common one for …

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Can the trust allocate funds for speech recognition software?

May 11, 2025 by admin

The question of whether a trust can allocate funds for speech recognition software is fundamentally a matter of trust terms …

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