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Point Loma Estate Planning Law

Can I use my estate to launch a memorial scholarship program?

June 5, 2025 by admin

The idea of continuing one’s legacy through a memorial scholarship program funded by their estate is a deeply meaningful one, …

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Can a trust include an annual storytelling grant to share lived experiences?

June 5, 2025 by admin

Absolutely, a trust can absolutely include an annual storytelling grant to share lived experiences, and it’s becoming an increasingly popular …

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Can I specify minimum payout requirements for the charitable remainder?

June 4, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving income for …

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Can a trust be used to ensure the beneficiary lives within a specific community?

June 4, 2025 by admin

The question of whether a trust can compel a beneficiary to reside within a particular community is a surprisingly common …

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Can a special needs trust be used for pets or service animals?

June 4, 2025 by admin

The question of whether a special needs trust (SNT) can be used for the care of pets or service animals …

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Can I prohibit early withdrawals during specific global economic crises?

May 10, 2025 by admin

The question of whether you can prohibit early withdrawals from a trust, particularly during times of global economic crisis, is …

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Can I prohibit certain uses of trust assets (e.g., gambling, political donations)?

May 10, 2025 by admin

As a San Diego trust attorney like Ted Cook often explains to clients, the ability to prohibit specific uses of …

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Can I prioritize certain beneficiaries based on need?

May 10, 2025 by admin

The question of prioritizing beneficiaries based on need within a trust is a common one for Ted Cook, a Trust …

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Can I prevent inherited funds from being used to purchase luxury items?

May 10, 2025 by admin

The question of controlling how beneficiaries spend inherited funds is a common one for those planning their estates, and yes, …

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Can I prevent beneficiaries from pledging trust assets as loan collateral?

May 10, 2025 by admin

The question of whether you can prevent beneficiaries from pledging trust assets as loan collateral is a common concern for …

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Recent Posts

  • Can a special needs trust be used for long-term financial planning?
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