Can a trust be funded with an annuity?
The question of whether a trust can be funded with an annuity is a common one for individuals engaged in …
Point Loma Estate Planning Law
Can a trust be converted from first-party to third-party?
The question of converting a trust from a first-party arrangement – often a self-settled trust – to a third-party trust …
Can a trust authorize someone to handle digital assets?
The question of whether a trust can authorize someone to handle digital assets is increasingly relevant in our digitally-dependent world. …
Can a trust adjust for changing tax brackets of the beneficiary?
The ability of a trust to adjust for a beneficiary’s changing tax brackets is a complex area heavily dependent on …
Can a testamentary trust support restoration of family-owned land?
The question of whether a testamentary trust can support the restoration of family-owned land is increasingly relevant as families recognize …
Can a testamentary trust support adult children with special needs?
The question of providing long-term support for adult children with special needs is a critical one for many families, and …