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Point Loma Estate Planning Law

Can I separate healthcare and financial powers of attorney?

June 7, 2025 by admin

Yes, you absolutely can, and often it’s a strategically sound decision to do so, as separating these two types of …

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Can my trust be the beneficiary of another trust?

June 7, 2025 by admin

Yes, your trust can absolutely be the beneficiary of another trust, a practice known as a “trust-to-trust” distribution, and it’s …

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Can I appoint a guardian for an adult child with cognitive disabilities?

June 7, 2025 by admin

Navigating the future care of an adult child with cognitive disabilities requires careful planning, and a critical component of that …

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Can I plan for business succession in my estate plan?

June 7, 2025 by admin

Absolutely, integrating business succession planning into your estate plan is not only possible but often crucial for the continued health …

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Can I require digital literacy training before financial access?

June 7, 2025 by admin

The increasing digitization of financial services presents both opportunities and challenges, and the question of whether to require digital literacy …

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Can the trust provide emergency assistance only?

May 11, 2025 by admin

The question of whether a trust can be structured to provide *only* emergency assistance is a common one for Ted …

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Can the trust provide audio-visual equipment for accessibility at home?

May 11, 2025 by admin

The question of whether a trust can fund audio-visual equipment to enhance accessibility at home is increasingly common, and the …

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Can the trust prohibit investment in cryptocurrency?

May 11, 2025 by admin

The question of whether a trust can prohibit investment in cryptocurrency is increasingly common, reflecting the evolving financial landscape and …

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Can the trust prohibit distributions if the surviving spouse contests the will?

May 11, 2025 by admin

The question of whether a trust can prohibit distributions if the surviving spouse contests the will is complex, heavily reliant …

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Can the trust pay for wellness retreats focused on disability support?

May 11, 2025 by admin

The question of whether a trust can fund wellness retreats focused on disability support is a multifaceted one, deeply rooted …

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Recent Posts

  • Can a bypass trust be used to offset housing instability in family members?
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