Can I assign different age thresholds for different heirs?
The question of whether you can assign different age thresholds for different heirs within an estate plan is a common …
Point Loma Estate Planning Law
Can a special needs trust fund subscription services for mental wellness apps?
The question of whether a special needs trust (SNT) can fund subscriptions for mental wellness apps is a nuanced one, …
Can I mandate annual philanthropic service by beneficiaries?
The question of whether you can legally mandate annual philanthropic service by beneficiaries of a trust or estate is complex, …
Can I add co-beneficiaries to a special needs trust over time?
Special needs trusts (SNTs) are powerful tools for providing for individuals with disabilities without jeopardizing their eligibility for crucial government …
Are there non-profit organizations that manage special needs trusts?
Yes, there are indeed non-profit organizations specializing in the administration of special needs trusts, offering a valuable service for individuals …
Can I use a trust to manage assets for my children?
The question of whether a trust is the right vehicle to manage assets for your children is a common one, …
Can I use a trust to encourage long-term holding of family land?
The question of preserving family land for generations is a deeply emotional one, often tied to heritage, memories, and a …
Can I use a testamentary trust to separate personal and business assets?
The question of separating personal and business assets is a crucial one for many entrepreneurs and individuals with significant holdings. …
Can I use a testamentary trust to leave behind a financial legacy plan?
The question of crafting a financial legacy is central to many people’s estate planning considerations, and a testamentary trust is …
Can I use a testamentary trust to delay inheritance to later generations?
The question of delaying inheritance, particularly to later generations, is a common concern for estate planning, and testamentary trusts offer …