Can I use a letter of intent with my will?
A letter of intent, sometimes called a “comfort letter,” can be a valuable supplement to your will and estate plan, …
Point Loma Estate Planning Law
Can a trust sponsor tech literacy programs for adults with disabilities?
Absolutely, a trust can be a powerful vehicle for sponsoring tech literacy programs for adults with disabilities, providing crucial resources …
Can beneficiaries receive regular distributions?
Yes, beneficiaries can absolutely receive regular distributions from a trust, and this is a common and often crucial aspect of …
Can I assign an ombudsman role for beneficiary concerns?
The question of assigning an ombudsman role for beneficiary concerns within a trust or estate plan is a growing one, …
Can a testamentary trust pay for a beneficiary’s medical bills?
A testamentary trust, established through a will and coming into effect after death, *can* indeed pay for a beneficiary’s medical …
Can I include provisions for automatic income reduction after certain thresholds?
The question of incorporating automatic income reduction provisions within a trust, triggered by specific financial thresholds, is a sophisticated estate …
Can I include portfolio rebalancing rules for long-term investments?
The question of whether to include portfolio rebalancing rules within a long-term investment strategy, particularly one managed under a trust …
Can I include online banking credentials in estate documents securely?
The question of whether to include online banking credentials within estate planning documents is a pervasive one, particularly in our …
Can I include mental health support services as a trust benefit?
The concept of incorporating mental health support services as a benefit within a trust is gaining traction, reflecting a broader …
Can I include legacy media projects, like books or documentaries, in the trust?
The question of incorporating legacy media projects – books, documentaries, music catalogs, even digital content – into a trust is …