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Point Loma Estate Planning Law

Can I set decarbonization targets for family-owned businesses funded by the trust?

June 8, 2025 by admin

As a San Diego estate planning attorney, I often encounter families who wish to weave their values into the long-term …

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How do I transfer real estate into a trust?

June 8, 2025 by admin

Transferring real estate into a trust is a crucial step in comprehensive estate planning, offering benefits like probate avoidance, management …

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Can I require proof of volunteer service to unlock certain distributions?

June 8, 2025 by admin

Yes, it is absolutely possible, and increasingly popular, to structure a trust to incentivize, and even require, volunteer service as …

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Can the trust accept donations from a GoFundMe or fundraiser?

June 8, 2025 by admin

The ability of a trust to accept donations from platforms like GoFundMe or other fundraisers is a surprisingly complex question, …

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Can a trust continue for multiple generations?

June 8, 2025 by admin

Yes, a trust can absolutely continue for multiple generations, and in fact, that’s a primary benefit many estate planning attorneys …

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Does a Special Needs Trust Protect Medicaid Eligibility?

May 11, 2025 by admin

Navigating the complexities of providing long-term care for a loved one with special needs requires careful planning, particularly when considering …

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Does a Living Trust Help with Creditor Protection During My Lifetime?

May 11, 2025 by admin

The question of whether a living trust offers creditor protection is a complex one, often misunderstood by those seeking asset …

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Do I report my trust on my personal tax return?

May 11, 2025 by admin

The question of whether you report a trust on your personal tax return is surprisingly complex and depends heavily on …

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Do I need to list specific assets in the will to fund the trust?

May 11, 2025 by admin

The question of whether you need to list specific assets in your will to fund a trust is a common …

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Do I have to report foreign trusts to the IRS?

May 11, 2025 by admin

The question of whether you must report foreign trusts to the IRS is a complex one, governed by strict regulations …

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