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Point Loma Estate Planning Law

Can I allow for temporary asset freezes during family transitions?

June 5, 2025 by admin

Navigating family transitions, such as divorce, significant financial changes for children, or elder care situations, often necessitates careful consideration of …

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Can I direct how remaining assets are distributed after the trust ends?

June 5, 2025 by admin

Yes, you absolutely can direct how remaining assets are distributed after the trust ends, and this is a fundamental aspect …

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Can the bypass trust hold interests in private equity funds?

June 5, 2025 by admin

The question of whether a bypass trust, also known as a marital trust or A-B trust, can hold interests in …

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Can a testamentary trust integrate distributed ledger verification?

June 5, 2025 by admin

The question of integrating distributed ledger technology (DLT), often referred to as blockchain, into testamentary trusts is gaining traction as …

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Can I set aside a fund for beneficiaries to collaborate on social impact campaigns?

June 5, 2025 by admin

Absolutely, establishing a fund specifically designated for beneficiaries to collaboratively engage in social impact campaigns is not only possible but …

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Can I require the trustee to produce annual “state of the trust” video reports?

May 10, 2025 by admin

The idea of requiring a trustee to provide annual video reports detailing the “state of the trust” is gaining traction …

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Can I require the trustee to hire a professional asset manager?

May 10, 2025 by admin

The question of whether you can require a trustee to hire a professional asset manager within a trust is a …

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Can I require the trustee to consult a financial advisor?

May 10, 2025 by admin

The question of whether you can require a trustee to consult a financial advisor is a common one, particularly for …

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Can I require the trust to hold part of its value in physical gold?

May 10, 2025 by admin

The question of whether a trust can hold physical gold is increasingly common as individuals seek diversification and a hedge …

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Can I require that trust-owned businesses remain private?

May 10, 2025 by admin

The desire to maintain privacy surrounding business ownership held within a trust is incredibly common, especially in today’s transparent world. …

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Recent Posts

  • Can a Special Needs Trust Cover Recreational Activities?
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