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Point Loma Estate Planning Law

Can I require trustee training before assuming the role?

June 2, 2025 by admin

Taking on the role of a trustee is a significant responsibility, demanding a thorough understanding of fiduciary duties, trust administration, …

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Can I ensure my estate avoids litigation?

June 1, 2025 by admin

The question of whether an estate can *completely* avoid litigation is complex, but proactive estate planning significantly minimizes the risk. …

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Can a trust direct ownership transition of business entities?

June 1, 2025 by admin

Absolutely, a trust can be a powerful tool to direct the ownership transition of business entities, offering a structured and …

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Can a special needs trust include a trustee succession protocol with backup candidates?

June 1, 2025 by admin

Absolutely, a special needs trust can, and *should*, include a robust trustee succession protocol with clearly defined backup candidates; in …

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How long does it take to establish an irrevocable trust?

June 1, 2025 by admin

Establishing an irrevocable trust isn’t a sprint, it’s more of a well-planned marathon, and the timeframe can vary significantly depending …

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Can a Trust Hold Offshore Accounts?

May 9, 2025 by admin

The question of whether a trust can hold offshore accounts is complex and requires careful consideration of legal and tax …

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Can a trust hold annuities?

May 9, 2025 by admin

The question of whether a trust can hold annuities is a common one for individuals engaging in estate planning, particularly …

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Can a trust hire employees?

May 9, 2025 by admin

The question of whether a trust can hire employees is a common one, particularly for trustees managing substantial assets or …

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Can a trust help me qualify for government benefits?

May 9, 2025 by admin

The question of whether a trust can assist in qualifying for government benefits is a complex one, deeply intertwined with …

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Can a trust fund therapeutic horseback riding or aquatic therapy?

May 9, 2025 by admin

The question of whether a trust fund can cover expenses like therapeutic horseback riding or aquatic therapy is a common …

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