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Point Loma Estate Planning Law

Can I use a special needs trust to pay for homeschooling?

June 8, 2025 by admin

Navigating the financial aspects of caring for a loved one with special needs requires meticulous planning, and a frequent question …

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Can the trust pay for roommate costs or shared living expenses?

June 8, 2025 by admin

Navigating the complexities of trust administration often leads to questions about permissible expenses, and the ability to cover shared living …

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Can I include cybersecurity protocols for digital estate assets?

June 8, 2025 by admin

The increasing digitization of our lives means our “estate” now extends beyond physical possessions and traditional financial accounts to include …

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Can I restrict trust distributions if the spouse enters into a new marriage?

June 8, 2025 by admin

The question of whether you can restrict trust distributions upon a spouse’s remarriage is a common one for estate planning …

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Can the trust provide tools for medication tracking and alerts?

June 8, 2025 by admin

As Ted Cook, an Estate Planning Attorney in San Diego, I often encounter concerns about ensuring loved ones, particularly those …

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Does a testamentary trust go through probate?

May 11, 2025 by admin

The question of whether a testamentary trust goes through probate is a common one for individuals considering estate planning in …

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Does a Living Trust Protect Against Creditors?

May 11, 2025 by admin

The question of whether a living trust shields assets from creditors is complex, and the answer isn’t a simple yes …

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Do irrevocable trusts work well with buy-sell agreements?

May 11, 2025 by admin

The intersection of irrevocable trusts and buy-sell agreements is a sophisticated estate planning technique gaining traction amongst business owners in …

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Do I need to retitle assets to the name of the trust?

May 11, 2025 by admin

The question of whether you need to retitle assets to the name of your trust is a cornerstone of effective …

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Do I need a lawyer to create an irrevocable trust?

May 11, 2025 by admin

The question of whether you *need* a lawyer to create an irrevocable trust is a common one, and the answer …

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Recent Posts

  • Can I direct the trust to maintain historic family assets?
  • Can I limit my executor’s powers?
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