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Point Loma Estate Planning Law
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The San Diego sun beat down on the patio as Maria nervously stirred her iced tea, her gaze fixed on …
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Can a trust distribute non-financial assets like heirlooms?
Absolutely, a trust can absolutely distribute non-financial, or tangible personal property, like cherished heirlooms, artwork, jewelry, or collectibles, alongside traditional …
Can I designate real property to be preserved as open space?
The question of preserving real property as open space is increasingly relevant, especially in rapidly developing areas like San Diego …
Can the trust fund storage of durable medical equipment?
The question of whether a trust fund can be used for the storage of durable medical equipment (DME) is a …
Can I name a co-executor along with a primary executor?
Yes, you absolutely can name a co-executor alongside a primary executor in your estate plan, and it’s a common practice …
Can I prevent the CRT from making distributions to certain types of nonprofits?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I use a QTIP trust as part of my estate plan?
The question of whether a Qualified Terminable Interest Property (QTIP) trust is appropriate for your estate plan is a common …