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Point Loma Estate Planning Law

Can I specify a method for distributing trust income versus principal?

June 2, 2025 by admin

Absolutely, as the grantor of a trust, you have significant control over how income and principal are distributed to beneficiaries, …

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Can I assign family elders as distribution gatekeepers with advisory power?

June 2, 2025 by admin

The question of whether to assign family elders as distribution gatekeepers with advisory power within a trust or estate plan …

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Can a mortgage stay on a property held in a trust?

June 2, 2025 by admin

Yes, a mortgage can absolutely remain on a property held in a trust, and it’s a fairly common scenario in …

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Can I stagger inheritance over decades instead of lump sums?

June 2, 2025 by admin

The idea of distributing an inheritance over decades, rather than in a single lump sum, is becoming increasingly popular, and …

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Can the trust pay beneficiaries only through a third-party administrator?

June 2, 2025 by admin

While not strictly *required*, a trust can indeed be structured to distribute funds to beneficiaries *only* through a third-party administrator …

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Can a trust provide bonuses for maintaining consistent independent living?

May 9, 2025 by admin

The question of whether a trust can provide bonuses for maintaining consistent independent living is increasingly relevant as the population …

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Can a trust prohibit the purchase of vehicles over a certain value?

May 9, 2025 by admin

The question of whether a trust can prohibit the purchase of vehicles over a certain value is a common one …

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Can a trust pay for service subscriptions that monitor health data?

May 9, 2025 by admin

The question of whether a trust can pay for service subscriptions that monitor health data is increasingly relevant in our …

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Can a trust pay for job placement services?

May 9, 2025 by admin

The question of whether a trust can pay for job placement services is a surprisingly common one for Ted Cook, …

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Can a trust pay for customized communication boards?

May 9, 2025 by admin

The question of whether a trust can pay for customized communication boards, essential tools for individuals with communication challenges, is …

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  • How do trusts protect assets and minimize tax liabilities?
  • How do I Prevent Future Incidents Like Estate Disputes Near Me?
  • Can I specify a method for distributing trust income versus principal?

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