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Point Loma Estate Planning Law

Can I use a letter of intent with my will?

June 4, 2025 by admin

A letter of intent, sometimes called a “comfort letter,” can be a valuable supplement to your will and estate plan, …

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Can a trust sponsor tech literacy programs for adults with disabilities?

June 4, 2025 by admin

Absolutely, a trust can be a powerful vehicle for sponsoring tech literacy programs for adults with disabilities, providing crucial resources …

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Can beneficiaries receive regular distributions?

June 4, 2025 by admin

Yes, beneficiaries can absolutely receive regular distributions from a trust, and this is a common and often crucial aspect of …

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Can I assign an ombudsman role for beneficiary concerns?

June 4, 2025 by admin

The question of assigning an ombudsman role for beneficiary concerns within a trust or estate plan is a growing one, …

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Can a testamentary trust pay for a beneficiary’s medical bills?

June 4, 2025 by admin

A testamentary trust, established through a will and coming into effect after death, *can* indeed pay for a beneficiary’s medical …

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Can I include provisions for automatic income reduction after certain thresholds?

May 10, 2025 by admin

The question of incorporating automatic income reduction provisions within a trust, triggered by specific financial thresholds, is a sophisticated estate …

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Can I include portfolio rebalancing rules for long-term investments?

May 10, 2025 by admin

The question of whether to include portfolio rebalancing rules within a long-term investment strategy, particularly one managed under a trust …

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Can I include online banking credentials in estate documents securely?

May 10, 2025 by admin

The question of whether to include online banking credentials within estate planning documents is a pervasive one, particularly in our …

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Can I include mental health support services as a trust benefit?

May 10, 2025 by admin

The concept of incorporating mental health support services as a benefit within a trust is gaining traction, reflecting a broader …

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Can I include legacy media projects, like books or documentaries, in the trust?

May 10, 2025 by admin

The question of incorporating legacy media projects – books, documentaries, music catalogs, even digital content – into a trust is …

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