Can a trust work together with a durable power of attorney?
Absolutely, a trust and a durable power of attorney (DPOA) are not mutually exclusive; in fact, they often work very …
Point Loma Estate Planning Law
Can I prohibit payment of private tuition or elite schooling with trust funds?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to guide not just *how* their wealth …
What’s the best age to create an irrevocable trust?
Determining the “best” age to establish an irrevocable trust isn’t a simple matter of hitting a certain birthday; it’s a …
Can I prevent disbursements if a beneficiary is facing bankruptcy?
As an estate planning attorney in San Diego, I often field questions from concerned clients about protecting assets held in …
Can I name a backup trustee for the CRT?
Certainly, naming a successor trustee for a Charitable Remainder Trust (CRT) is not just permissible, but a critical component of …
Can a trust pay for non-traditional therapies supported by peer-reviewed studies?
The question of whether a trust can pay for non-traditional therapies, even those backed by peer-reviewed research, is a surprisingly …
Can a trust pay for home-based employment infrastructure?
The question of whether a trust can pay for home-based employment infrastructure is surprisingly common, particularly in today’s evolving work …
Can a trust pay for career counseling or resume development?
The question of whether a trust can cover expenses like career counseling or resume development is surprisingly common, particularly in …
Can a Trust Own Precious Metals?
The question of whether a trust can own precious metals—gold, silver, platinum, palladium, and others—is a common one for individuals …
Can a trust own a private equity investment?
The question of whether a trust can own a private equity investment is a common one for estate planning attorneys …