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Point Loma Estate Planning Law

Can a special needs trust support digital accessibility tools?

June 7, 2025 by admin

A special needs trust (SNT) can absolutely support digital accessibility tools, and increasingly, it *should*. These tools are vital for …

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Can the trust fund legal advocacy related to special education rights?

June 7, 2025 by admin

Navigating the world of special education can be incredibly complex for parents, and ensuring a child receives the appropriate support …

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Can I make my trust portable across jurisdictions?

June 7, 2025 by admin

The question of trust portability across state lines is a surprisingly complex one, and the answer isn’t a simple yes …

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Can I specify funeral and burial instructions in the trust?

June 7, 2025 by admin

Yes, you absolutely can specify funeral and burial instructions within a trust, though it requires careful planning and execution to …

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Can I restrict foreign investment exposure within estate assets?

June 7, 2025 by admin

The question of controlling foreign investment exposure within estate assets is increasingly relevant in today’s interconnected global economy, and Ted …

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Can the CRT support curriculum development at a designated school?

May 11, 2025 by admin

Community Reinvestment Trusts (CRTs), while traditionally focused on financial tools for community benefit, are increasingly exploring avenues for broader impact, …

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Can the CRT pay income to a qualified pension plan?

May 11, 2025 by admin

Complex trusts, like Charitable Remainder Trusts (CRTs), offer sophisticated estate planning tools, and the question of whether a CRT can …

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Can the CRT include non-financial legacy documentation (letters, memoirs)?

May 11, 2025 by admin

Community Property Trusts (CPTs), often utilized in California and other community property states, are powerful estate planning tools designed to …

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Can the CRT fund a museum wing or gallery space in my name?

May 10, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools offering both tax benefits and the satisfaction of supporting causes you …

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Can the CRT be tied to a beneficiary’s academic performance?

May 10, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools designed to provide income to a beneficiary (or beneficiaries) for a …

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