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Point Loma Estate Planning Law

Can I include non-family members as observers in trust decision-making?

May 10, 2025 by admin

The question of whether to include non-family members as observers in trust decision-making is a surprisingly common one for Ted …

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Can I include milestones in a special needs trust to encourage independence?

May 10, 2025 by admin

The creation of a special needs trust (SNT) is often born out of a deep desire to provide long-term care …

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Can I include life coaching or mentorship funding in the trust plan?

May 10, 2025 by admin

The question of incorporating funding for life coaching or mentorship within a trust plan is becoming increasingly common as individuals …

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Can I include instructions for supporting long-distance caregivers?

May 10, 2025 by admin

The question of supporting long-distance caregivers is incredibly pertinent in today’s society, particularly as populations age and families become increasingly …

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Can I include heirlooms and antiques in my estate plan?

May 10, 2025 by admin

Estate planning isn’t just about financial assets; it profoundly encompasses cherished possessions like heirlooms and antiques. Many clients of Ted …

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Can I include future or unborn beneficiaries in a testamentary trust?

May 10, 2025 by admin

The question of including future or unborn beneficiaries in a testamentary trust is a common one for estate planning, particularly …

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Recent Posts

  • Can I limit distributions if a beneficiary has no estate plan of their own?
  • Can I limit access to trust benefits based on household income?
  • Can I limit a beneficiary’s control over their inheritance using a testamentary trust?

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