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Point Loma Estate Planning Law

Can I build-in allowances for inflation-triggered rebalancing?

May 9, 2025 by admin

The question of incorporating inflation-triggered rebalancing into trust structures is becoming increasingly vital, especially in the current economic climate. Traditional …

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Can I build in protections for mental health crises in my trust?

May 9, 2025 by admin

The question of incorporating protections for mental health crises within a trust is gaining increasing relevance as awareness of mental …

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Can I build cryptocurrency portfolio restrictions into trust structure?

May 9, 2025 by admin

The increasing popularity of cryptocurrencies has led many to explore incorporating these assets into estate planning. A common question posed …

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Can I Benchmark Trustee Performance?

May 9, 2025 by admin

The question of whether you can benchmark trustee performance is a crucial one for anyone involved with a trust, whether …

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Can I avoid Medicaid payback with a third-party trust?

May 9, 2025 by admin

The question of avoiding Medicaid payback is a common concern for individuals and families planning for long-term care. Medicaid, while …

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Can I authorize dual citizenship filings through estate attorneys?

May 9, 2025 by admin

The question of whether an estate attorney, like Ted Cook in San Diego, can facilitate dual citizenship filings is complex, …

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Recent Posts

  • Can I create an opt-in system for extended family to benefit from the trust?
  • Can I Create a Trustee Ombudsman Elected by the Heirs?
  • Can I create a trust just for financial education?

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