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Point Loma Estate Planning Law

Can the CRT reward high-performing charities with additional grants?

June 7, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but the question of whether they can *actively* reward high-performing charities …

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Can I structure the trust to end after a specific number of years?

June 7, 2025 by admin

Yes, you absolutely can structure a trust to terminate after a specific number of years, a concept known as a …

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Can a trust pay for non-traditional therapies supported by peer-reviewed studies?

June 7, 2025 by admin

The question of whether a trust can pay for non-traditional therapies, even those backed by peer-reviewed studies, is surprisingly complex …

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Can a trust create its own investment entity?

June 7, 2025 by admin

Yes, a trust can absolutely create its own investment entity, and it’s a surprisingly common and powerful estate planning tool …

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Can I impose environmental stewardship duties on property held in trust?

June 7, 2025 by admin

The question of whether environmental stewardship duties can be imposed on property held in trust is increasingly relevant as concerns …

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Can the trustee contest a claim against the trust?

May 11, 2025 by admin

The role of a trustee is multifaceted, demanding not only diligent management of assets but also a proactive defense against …

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Can the trust support participation in adaptive fashion design programs?

May 11, 2025 by admin

The question of whether a trust can support participation in adaptive fashion design programs is a nuanced one, heavily dependent …

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Can the trust support internships or fellowships that are unpaid?

May 11, 2025 by admin

The question of whether a trust can support unpaid internships or fellowships is a surprisingly complex one, frequently encountered by …

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Can the trust support financing of an electric wheelchair upgrade?

May 11, 2025 by admin

The question of whether a trust can support financing an electric wheelchair upgrade is a common one, particularly as individuals …

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Can the trust support development of family-focused mental health resources?

May 11, 2025 by admin

The question of whether a trust can support the development of family-focused mental health resources is increasingly relevant in today’s …

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Recent Posts

  • Can I write a letter of wishes alongside my trust?
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