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Point Loma Estate Planning Law

Can a special needs trust fund a secure document vault subscription?

June 7, 2025 by admin

Absolutely, a special needs trust can, and often should, fund a secure document vault subscription, provided it aligns with the …

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Can a bypass trust co-invest with other family trusts?

June 7, 2025 by admin

The question of whether a bypass trust can co-invest with other family trusts is a complex one, heavily reliant on …

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Can I embed social benchmarking into inheritance calculations?

June 7, 2025 by admin

The question of whether to embed social benchmarking into inheritance calculations is a surprisingly complex one, venturing beyond strictly legal …

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Are bilingual trusts enforceable in U.S. courts?

June 7, 2025 by admin

The question of whether bilingual trusts are enforceable in U.S. courts is a complex one, increasingly relevant given the nation’s …

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Can an irrevocable trust manage property in multiple states?

June 7, 2025 by admin

Yes, an irrevocable trust can absolutely manage property located in multiple states, though it introduces complexities that require careful planning …

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Can the trust include built-in sunset clauses for reevaluation?

May 11, 2025 by admin

The concept of incorporating sunset clauses, or built-in reevaluation periods, within a trust is increasingly popular in estate planning, particularly …

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Can the trust include accommodations for extreme weather preparedness?

May 11, 2025 by admin

The concept of incorporating extreme weather preparedness into a trust, while not traditionally common, is gaining traction as climate change …

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Can the trust include a recurring audit by an independent fiduciary expert?

May 11, 2025 by admin

The question of incorporating recurring audits by an independent fiduciary expert into a trust is gaining prominence, particularly as trust …

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Can the trust implement decision-making by algorithm with human oversight?

May 11, 2025 by admin

The intersection of trust law and algorithmic decision-making is a rapidly evolving field, presenting both exciting possibilities and complex legal …

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Can the trust hold foreign currency accounts?

May 11, 2025 by admin

The question of whether a trust can hold foreign currency accounts is a common one, especially in our increasingly globalized …

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Recent Posts

  • Can I establish multi-tiered inheritance thresholds?
  • Can a special needs trust fund long-term storage of medical records?
  • Can I prohibit certain investments in the trust?

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