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Point Loma Estate Planning Law

Can I use estate planning to support a special needs family member?

June 1, 2025 by admin

Absolutely, estate planning is a crucial tool for families with special needs members, offering a pathway to secure their long-term …

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Can I designate someone to handle my social media accounts?

June 1, 2025 by admin

The question of whether you can designate someone to manage your social media accounts after your passing is increasingly relevant …

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Can I reward zero-debt lifestyles among heirs with bonuses?

June 1, 2025 by admin

The idea of incentivizing a zero-debt lifestyle among heirs through bonuses is gaining traction as estate planning attorneys observe a …

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What are the consequences of trustee negligence in a testamentary trust?

June 1, 2025 by admin

Testamentary trusts, established through a will and taking effect after death, rely heavily on the diligent and responsible actions of …

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What is a Qualified Personal Residence Trust (QPRT)?

June 1, 2025 by admin

A Qualified Personal Residence Trust, or QPRT, is an irrevocable trust designed to remove your home from your taxable estate, …

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Can a testamentary trust own a business?

May 9, 2025 by admin

The question of whether a testamentary trust can own a business is a common one for Ted Cook, a Trust …

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Can a testamentary trust manage community property differently than separate property?

May 9, 2025 by admin

Testamentary trusts, created through a will and taking effect after death, are powerful tools for estate planning, but navigating the …

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Can a testamentary trust invest in limited partnerships?

May 9, 2025 by admin

The question of whether a testamentary trust can invest in limited partnerships is a common one for estate planning attorneys …

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Can a testamentary trust include health and wellness reimbursements?

May 9, 2025 by admin

The question of whether a testamentary trust can include health and wellness reimbursements is a common one for Ted Cook, …

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Can a testamentary trust include a special needs provision?

May 9, 2025 by admin

The question of whether a testamentary trust can include a special needs provision is a common one for estate planning …

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