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Point Loma Estate Planning Law

Can estate planning include Medicaid planning?

June 7, 2025 by admin

Yes, estate planning can absolutely include Medicaid planning, and increasingly it *should*, especially for individuals concerned about the potential costs …

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Can the trust be used to pay taxes owed by the beneficiary?

June 7, 2025 by admin

Generally, a trust *can* be used to pay taxes owed by a beneficiary, but it’s not a simple yes or …

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Can the trust include rotating advisory roles for community stakeholders?

June 7, 2025 by admin

Establishing a trust is a powerful way to manage assets and ensure your wishes are carried out, but the possibilities …

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What is a grantor trust vs. a non-grantor trust?

June 7, 2025 by admin

Understanding the difference between grantor and non-grantor trusts is crucial when navigating estate planning, as it significantly impacts tax liabilities …

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Can I establish a grievance resolution panel within the trust?

June 7, 2025 by admin

Establishing a grievance resolution panel within a trust is an innovative, though complex, idea that can provide a structured method …

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Can the trust fund memberships to professional organizations for heirs?

May 11, 2025 by admin

The question of whether a trust can fund memberships to professional organizations for heirs is a surprisingly common one, especially …

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Can the trust fund disability accessibility renovations in a home?

May 11, 2025 by admin

Navigating the intersection of trust funds and home modifications for disability accessibility is a common concern for many families in …

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Can the trust fund communication devices or apps?

May 11, 2025 by admin

The question of whether a trust can fund communication devices or apps is increasingly relevant in our digitally-dependent world. Traditionally, …

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Can the trust fund advisory services for beneficiaries?

May 11, 2025 by admin

The question of whether trust fund advisory services are beneficial for beneficiaries is a critical one, often overlooked in the …

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Can the trust establish a mental health emergency response fund?

May 11, 2025 by admin

The question of whether a trust can establish a mental health emergency response fund is a complex one, deeply rooted …

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