Can a special needs trust cover soundproofing for sensory sensitivity?
Navigating the complexities of special needs trusts often brings up questions about permissible expenses, and the issue of whether soundproofing …
Point Loma Estate Planning Law
What should be included in the trust schedule of assets?
The trust schedule of assets, often called a “pour-over” asset list, is a critical component of a well-structured estate plan, …
Can the trust restrict communications between certain beneficiaries?
Absolutely, a trust can indeed restrict communications between beneficiaries, and this is a surprisingly common and crucial aspect of estate …
Can the beneficiary also be the trustee?
Yes, the beneficiary can also be the trustee, though it’s a complex arrangement with potential drawbacks and requires careful consideration …
What if I die before the trust is fully funded?
The question of what happens if you pass away before fully funding your trust is a common and critical one …
What are the advantages of a revocable living trust?
For many San Diego residents, estate planning isn’t about anticipating death; it’s about proactively managing assets and ensuring a smooth …
What are common mistakes when creating a trust?
Establishing a trust is a powerful estate planning tool, offering benefits like probate avoidance, asset protection, and controlled distribution of …
Should I tell my beneficiaries about the trust now?
Deciding whether to inform your beneficiaries about the existence of a trust, and its contents, is a frequent question for …
Should I list personal property separately from titled assets?
The question of whether to list personal property separately from titled assets within a trust or estate plan is a …
Is there a statute of limitations for contesting a trust?
The question of whether there’s a statute of limitations for contesting a trust is a common one for individuals in …