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Point Loma Estate Planning Law

Can I prohibit political donations through the trust?

June 1, 2025 by admin

As an estate planning attorney in San Diego, I frequently encounter clients wanting to align their values with their estate …

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Can a trust support infrastructure development on family land?

June 1, 2025 by admin

Family land often holds sentimental and financial value, and the question of how to best manage it for future generations …

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Can I restrict investment in specific industries through my trust?

June 1, 2025 by admin

Absolutely, you can restrict investment in specific industries through your trust, and it’s a surprisingly common request, especially given growing …

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Can I prohibit distributions during economic recessions?

June 1, 2025 by admin

The question of whether you can prohibit distributions from a trust during economic recessions is a complex one, deeply rooted …

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Can I use a bank trust department to manage a special needs trust?

June 1, 2025 by admin

Navigating the financial security of a loved one with special needs requires careful planning, and a crucial component of that …

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Can a testamentary trust be used to pass down intellectual property?

May 9, 2025 by admin

The question of whether a testamentary trust can be used to pass down intellectual property (IP) is a nuanced one, …

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Can a testamentary trust be used instead of a guardian for money management?

May 9, 2025 by admin

The question of managing finances for minor children or individuals with diminished capacity is a critical one, and often families …

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Can a Testamentary Trust be Used for Blended Families?

May 9, 2025 by admin

The complexities of blended families – those formed through remarriage bringing children from previous relationships – often necessitate careful estate …

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Can a testamentary trust be modified after my death?

May 9, 2025 by admin

The question of whether a testamentary trust can be modified after death is a common one for estate planning clients …

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Can a testamentary trust assign value-based scoring to beneficiaries?

May 9, 2025 by admin

Testamentary trusts, created within a will and taking effect after death, are powerful estate planning tools, but the question of …

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