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Point Loma Estate Planning Law
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Can I designate cultural literacy tests as part of educational incentives?
The concept of integrating cultural literacy tests into educational incentive programs is a complex one, sparking debate about fairness, accessibility, …
Can the income recipient reside outside the U.S.?
As an estate planning attorney in San Diego, I’m frequently asked about the complexities of distributing assets to beneficiaries who …
What professional services should be involved in managing a testamentary trust?
A testamentary trust, established through a will and taking effect after death, requires a coordinated effort from several professionals to …
Is a testamentary trust part of a will?
Yes, a testamentary trust is created *within* a will, but it doesn’t actually come into existence until after the person …
Can a bypass trust support the relocation costs of a beneficiary?
The question of whether a bypass trust can support the relocation costs of a beneficiary is a nuanced one, deeply …
Can a special needs trust pay for accessible home locks and alarms?
The question of whether a special needs trust (SNT) can cover the costs of accessible home locks and alarms is …