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Point Loma Estate Planning Law

Can I fund job retraining programs for unemployed beneficiaries?

May 31, 2025 by admin

The question of whether you can fund job retraining programs for unemployed beneficiaries using trust or estate funds is a …

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Can I name a trust company as both trustee and remainder beneficiary?

May 31, 2025 by admin

Yes, it is permissible, and in some cases advantageous, to name a trust company as both the trustee and the …

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Can I create a separate estate plan for my digital assets only?

May 31, 2025 by admin

The question of whether one can create a separate estate plan solely for digital assets is increasingly relevant in our …

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Can I include a review clause tied to major life milestones?

May 31, 2025 by admin

The question of whether to incorporate a review clause tied to major life milestones within an estate plan is an …

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Can a conservator manage a special needs trust?

May 31, 2025 by admin

The question of whether a conservator can manage a special needs trust (SNT) is complex and depends heavily on the …

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Can a special needs trust pay for training on emergency preparedness?

May 9, 2025 by admin

The question of whether a special needs trust (SNT) can cover the costs of emergency preparedness training is a crucial …

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Can a special needs trust pay for storage units for medical equipment?

May 9, 2025 by admin

The question of whether a special needs trust (SNT) can pay for storage units for medical equipment is a common …

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Can a special needs trust pay for prescription delivery services?

May 9, 2025 by admin

The question of whether a special needs trust (SNT) can cover the cost of prescription delivery services is a common …

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Can a special needs trust pay for long-distance family visits?

May 9, 2025 by admin

The question of whether a special needs trust (SNT) can cover the costs of long-distance family visits is a common …

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Can a special needs trust pay for educational expenses?

May 9, 2025 by admin

The question of whether a special needs trust (SNT) can cover educational expenses is a frequent one for families planning …

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