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Point Loma Estate Planning Law

Can I keep the terms of my testamentary trust private?

May 10, 2025 by admin

The desire for privacy surrounding one’s estate plan is a common and understandable one. Many individuals, particularly those with significant …

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Can I instruct trustees to prioritize dividend income over capital growth?

May 10, 2025 by admin

The question of directing trustees to favor dividend income over capital growth is a common one, particularly for beneficiaries seeking …

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Can I include video messages in my trust for context?

May 10, 2025 by admin

The modern estate planning landscape is evolving beyond traditional documents, and the question of incorporating multimedia elements like video messages …

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Can I include trust terms for funding emergency evacuation plans?

May 10, 2025 by admin

The question of incorporating provisions for emergency evacuation funding within a trust is increasingly relevant, particularly given the escalating frequency …

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Can I include terms for supporting intergenerational housing solutions?

May 10, 2025 by admin

The question of incorporating terms for supporting intergenerational housing solutions within estate planning, specifically concerning trusts, is increasingly relevant. As …

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Can I include stepchildren in the trust?

May 10, 2025 by admin

The question of whether you can include stepchildren in your trust is a common one for families blending together, or …

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Recent Posts

  • Can I make attendance at annual family meetings a requirement for distribution?
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