Can I set up an educational incentive trust?
Educational incentive trusts are powerful estate planning tools designed to encourage and fund a beneficiary’s pursuit of higher education, but …
Point Loma Estate Planning Law
Can a revocable trust be used in business succession planning?
Yes, a revocable trust can absolutely be a powerful tool in business succession planning, offering flexibility and control while ensuring …
Can I allow digital voting for trust-related decisions?
The question of whether to allow digital voting for trust-related decisions is increasingly relevant in our technologically advanced world, but …
Can a trust help cover costs associated with mobile caregiving apps?
The rising costs of healthcare, coupled with an aging population, are driving innovation in mobile caregiving apps – tools designed …
Can I account for inflation when planning bequests?
Planning bequests is more than simply deciding *who* receives what; it’s about ensuring those gifts maintain their intended value over …
Can I use the trust to fund publishing of books or creative works?
The question of whether a trust can fund the publishing of books or other creative works is a surprisingly common …
Can I use the trust to encourage independent decision-making?
The concept of utilizing a trust to foster independent decision-making, particularly for beneficiaries, is a powerful, yet nuanced, aspect of …
Can I use the bypass trust to ensure support for future grandchildren?
The bypass trust, also known as a Generation-Skipping Trust (GST), is a powerful estate planning tool designed to transfer assets …
Can I use estate planning to support multi-generational caregiving?
The landscape of family caregiving is shifting. Increasingly, multiple generations are involved in providing and financially supporting care for aging …
Can I use estate planning to manage foreign pension assets?
Estate planning, traditionally focused on domestic assets, increasingly needs to address the complexities of international holdings, including foreign pensions. A …