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Point Loma Estate Planning Law

Can I include thresholds for early access to assets in a trust?

May 10, 2025 by admin

The question of whether you can include thresholds for early access to assets within a trust is a frequent one …

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Can I include successor income recipients in a CRT?

May 10, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …

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Can I include royalties in a testamentary trust?

May 10, 2025 by admin

The question of including royalty income within a testamentary trust is a common one for Ted Cook, a San Diego …

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Can I include provisions to prevent generational entitlement?

May 10, 2025 by admin

The question of preventing generational entitlement within estate planning is increasingly common, particularly among families who have accumulated significant wealth. …

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Can I include power of attorney for financial decisions in my estate plan?

May 10, 2025 by admin

Absolutely, incorporating a Power of Attorney (POA) for financial decisions is not only possible but a highly recommended component of …

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