Can the trust provide benefits to domestic partners of heirs?
The question of whether a trust can provide benefits to the domestic partners of heirs is increasingly common as family …
Point Loma Estate Planning Law
Can I include guidelines for environmentally conscious investing in the trust?
Yes, absolutely, you can include guidelines for environmentally conscious investing within your trust documents, reflecting your values and potentially shaping …
Can I allocate funds for dental and vision expenses separately?
Yes, you absolutely can allocate funds separately for dental and vision expenses within your estate plan, and it’s a frequently …
What should a letter of intent contain?
A letter of intent (LOI), while generally non-binding, is a crucial first step in the estate planning process, particularly when …
Can I restrict funding of politically affiliated organizations?
The question of whether you can restrict funding to politically affiliated organizations within your estate plan is complex, touching upon …
Can the CRT allocate funds for an annual named award or prize?
Community Revocable Trusts (CRTs), established by individuals like Ted Cook, a Trust Attorney in San Diego, are incredibly versatile estate …
Can the bypass trust support development of family intellectual property?
The question of whether a bypass trust can support the development of family intellectual property (IP) is a multifaceted one, …
Can the bypass trust require heirs to present a personal development plan?
The question of whether a bypass trust can require heirs to present a personal development plan is increasingly relevant as …
Can the bypass trust purchase health insurance for beneficiaries?
The question of whether a bypass trust can purchase health insurance for beneficiaries is a nuanced one, heavily dependent on …
Can the bypass trust prohibit investment in crypto assets?
The question of whether a bypass trust can prohibit investment in crypto assets is increasingly relevant as digital currencies gain …