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Point Loma Estate Planning Law

Can a CRT include instructions for producing a donor legacy video?

June 3, 2025 by admin

Certainly, a Charitable Remainder Trust (CRT) can indeed include detailed instructions for producing a donor legacy video, and increasingly, forward-thinking …

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Can a trust be linked to a family support group’s programming?

June 3, 2025 by admin

The intersection of estate planning, specifically trusts, and the funding of family support group programming is a nuanced but increasingly …

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Can I specify that distributions only occur after net-worth milestones?

June 3, 2025 by admin

Yes, you absolutely can specify that distributions from a trust only occur after certain net-worth milestones are achieved, and this …

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Can a testamentary trust help manage family-controlled trademarks or brands?

June 3, 2025 by admin

A testamentary trust can indeed be a powerful tool for managing family-controlled trademarks or brands, offering a structured approach to …

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Can a special needs trust help pay for advocacy services?

June 3, 2025 by admin

Navigating the world with special needs often requires dedicated support, and a crucial component of that support can be effective …

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Can I fund open-source legacy projects with estate funds?

May 10, 2025 by admin

The idea of extending one’s philanthropic reach beyond their lifetime to support open-source legacy projects through estate planning is becoming …

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Can I fund educational sabbaticals for heirs meeting certain conditions?

May 10, 2025 by admin

The idea of funding educational sabbaticals for your heirs, contingent upon meeting specific conditions, is a thoughtful way to encourage …

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Can I fund a trust using structured settlement payments?

May 10, 2025 by admin

The question of whether you can fund a trust using structured settlement payments is a complex one, deeply rooted in …

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Can I fund a family travel grant through my estate?

May 10, 2025 by admin

The prospect of establishing a family travel grant funded through your estate is not only possible but a wonderfully impactful …

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Can I fund a CRT through installment contributions?

May 10, 2025 by admin

Charitable Remainder Trusts (CRTs) offer a sophisticated way to support your favorite charities while potentially reducing your current tax burden …

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