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Point Loma Estate Planning Law

Can the trust support crowdfunding campaigns for medical procedures?

June 8, 2025 by admin

The question of whether a trust can support crowdfunding campaigns for medical procedures is multifaceted, involving both the terms of …

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What’s the difference between a first-party and third-party special needs trust?

June 8, 2025 by admin

Understanding the nuances of special needs trusts is crucial for families seeking to provide for a loved one with disabilities …

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Can a special needs trust pay for utilities?

June 8, 2025 by admin

A special needs trust (SNT) is a powerful tool designed to provide for individuals with disabilities without disqualifying them from …

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Can I tie trust distributions to inflation rates?

June 8, 2025 by admin

Yes, it is absolutely possible—and often a very wise strategy—to tie trust distributions to inflation rates, ensuring the real value …

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Can the bypass trust hold securities across multiple brokerage firms?

June 8, 2025 by admin

The short answer is yes, a bypass trust—also known as a disclaimer trust or a Section 2514 trust—can absolutely hold …

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How do I fund the trust during my lifetime?

May 11, 2025 by admin

Establishing a trust is a significant step in estate planning, but its effectiveness hinges on proper funding – the process …

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How do I disinherit someone legally in a trust?

May 11, 2025 by admin

Disinheritance, the legal act of removing someone as a beneficiary from a will or trust, is a sensitive but sometimes …

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How do I change the name of a trust?

May 11, 2025 by admin

Changing the name of a trust, while seemingly simple, involves careful legal steps. It’s not like renaming a bank account. …

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How do I assign collectibles to a trust?

May 11, 2025 by admin

Assigning collectibles to a trust is a critical component of comprehensive estate planning, particularly for those with valuable items like …

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How are testamentary trusts treated in different states?

May 11, 2025 by admin

Testamentary trusts, created within a will and taking effect upon death, offer a powerful tool for estate planning, allowing for …

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