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Point Loma Estate Planning Law

Can the trust prohibit high-risk investment categories?

June 7, 2025 by admin

Absolutely, a trust can, and often should, prohibit high-risk investment categories, offering a crucial layer of protection for beneficiaries and …

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Can a trust pay for therapy or rehab?

June 7, 2025 by admin

Yes, a trust can absolutely pay for therapy or rehab, but it’s not always a simple yes or no answer, …

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Can I ensure children from all marriages are treated fairly in my plan?

June 7, 2025 by admin

Navigating the complexities of blended families and ensuring equitable treatment of all children within an estate plan is a common …

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Can a trust buy and sell securities actively?

June 7, 2025 by admin

The question of whether a trust can actively buy and sell securities is complex, hinging on the specific trust document, …

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Can I transfer the home into a bypass trust during my lifetime?

June 7, 2025 by admin

Yes, you can transfer your home into a bypass trust, also known as an A-B trust or credit shelter trust, …

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Can the trust fund pay for tutoring or vocational training?

May 11, 2025 by admin

The question of whether a trust fund can pay for tutoring or vocational training is remarkably common, and the answer, …

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Can the trust fund internships or fellowships not tied to school credit?

May 11, 2025 by admin

The question of whether trust funds can be used to fund internships or fellowships that aren’t tied to school credit …

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Can the Trust Fund Creative Arts Programs for Therapeutic Purposes?

May 11, 2025 by admin

The question of utilizing trust funds for creative arts programs designed for therapeutic purposes is increasingly prevalent, reflecting a growing …

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Can the trust fund capital improvements on inherited real estate?

May 11, 2025 by admin

The question of whether a trust can fund capital improvements on inherited real estate is a common one for beneficiaries …

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Can the trust fund accessible video game systems for therapeutic use?

May 11, 2025 by admin

The question of whether a trust can fund accessible video game systems for therapeutic purposes is becoming increasingly relevant as …

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Recent Posts

  • Can a bypass trust require annual reviews with a financial advisor?
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