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Point Loma Estate Planning Law

Can I Require a Commitment to Sobriety to Access Funds?

May 10, 2025 by admin

The question of whether you can legally and ethically require a commitment to sobriety as a condition for accessing funds …

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Can I remove a beneficiary from my trust?

May 10, 2025 by admin

The question of whether you can remove a beneficiary from your trust is a common one for those establishing or …

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Can I receive income from the trust?

May 10, 2025 by admin

The question of receiving income from a trust is central to many people’s estate planning considerations. For those in San …

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Can I receive a charitable income tax deduction when I create the trust?

May 10, 2025 by admin

The question of receiving an income tax deduction upon creating a trust is a common one, and the answer, as …

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Can I put family heirlooms in the trust with instructions?

May 10, 2025 by admin

The question of incorporating family heirlooms into a trust, alongside specific instructions for their distribution, is a common one for …

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Can I Provide Incentives for Heirs Who Serve on Nonprofit Boards?

May 10, 2025 by admin

The question of incentivizing heirs to serve on nonprofit boards, while seemingly straightforward, navigates a complex intersection of trust law, …

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Recent Posts

  • Can I require disclosures of outside income sources for beneficiaries?
  • Can I require data security practices for digital trust records?
  • Can I require conflict-of-interest disclosures from trustees?

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