What happens if I transfer too much into the trust?
Transferring assets into a revocable living trust is a cornerstone of estate planning, but it’s surprisingly easy to overdo it, …
Point Loma Estate Planning Law
Can I request that estate assets be used to create a family memorial?
The question of utilizing estate assets to establish a family memorial is a common one, and the answer, like much …
Can I grant heirs tokens to vote on charitable causes funded by the estate?
The idea of allowing heirs to vote on charitable distributions from an estate is gaining traction, fueled by a desire …
What about vehicles or boats—can those go in the trust?
Absolutely, vehicles and boats—any titled personal property—can indeed be included within a trust, and often *should* be, as part of …
Can I cap the trust’s exposure to any one investment sector?
Absolutely, strategically limiting a trust’s exposure to specific investment sectors is a common and prudent practice, especially in today’s volatile …
Can a special needs trust cover digital subscriptions to news or magazines?
Navigating the complexities of a Special Needs Trust (SNT) requires careful consideration of allowable expenses. Generally, SNTs are designed to …
Can a special needs trust contribute to medical research participation?
The question of whether a special needs trust (SNT) can contribute to medical research participation is a complex one, steeped …
Can a special needs trust be used for pets or service animals?
The question of whether a special needs trust (SNT) can be utilized for the care of pets or, crucially, service …
Can a special needs trust be designed for temporary disability?
The question of whether a special needs trust can be designed for temporary disability is a nuanced one, often prompting …
Can a special needs trust assist with meal delivery services?
The question of whether a special needs trust (SNT) can cover the costs of meal delivery services is a common …