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Point Loma Estate Planning Law
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The San Diego sun beat down on the patio as Maria nervously stirred her iced tea, a knot forming in …
Can a special needs trust help with conference speaking opportunities?
The question seems unusual at first glance, but it highlights a crucial, often overlooked, aspect of special needs trust planning: …
Can I specify blackout periods during which no distributions may occur?
Absolutely, specifying blackout periods during which no distributions may occur within a trust is a common and prudent estate planning …
Can the trust be written to support home-based elder care for a surviving spouse?
Absolutely, a trust can be specifically drafted to provide financial support for home-based elder care for a surviving spouse, and …
Can I plan for heir participation in family councils or boards?
Family wealth, particularly when spanning generations, necessitates more than just financial planning; it requires a deliberate strategy for nurturing responsible …
Can I plan for inheritance of non-titled property like tools or musical instruments?
Yes, absolutely you can plan for the inheritance of non-titled property like tools, musical instruments, collectibles, or any other personal …
Can a special needs trust help pay for assistive listening devices?
The question of whether a special needs trust (SNT) can cover the cost of assistive listening devices (ALDs) is a …