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Point Loma Estate Planning Law

Can I create a bypass trust to maintain long-term family property ownership?

May 9, 2025 by admin

The question of preserving family property for generations is a common concern, especially in a state like California with its …

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Can I convert an existing irrevocable trust into a CRT?

May 9, 2025 by admin

The question of converting an existing irrevocable trust into a Charitable Remainder Trust (CRT) is a complex one, frequently posed …

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Can I condition inheritance on living within a specific area?

May 9, 2025 by admin

The question of whether you can condition an inheritance on a beneficiary residing in a specific geographic location is a …

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Can I choose how the trust income is distributed—monthly or quarterly?

May 9, 2025 by admin

The flexibility in distributing trust income—whether monthly, quarterly, annually, or even upon specific events—is a common question for clients of …

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Can I change the income beneficiary after the trust is established?

May 9, 2025 by admin

The question of whether you can change the income beneficiary of a trust after it’s been established is a common …

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