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Point Loma Estate Planning Law

Can I use a CRT to sell farmland while retaining family access to hunt or camp?

June 2, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to sell assets, like farmland, receive income for …

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Can the trust own a conservation easement?

June 2, 2025 by admin

Absolutely, a trust can indeed own a conservation easement, and it’s a surprisingly powerful tool for both estate planning and …

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Can I place a pet trust within an irrevocable trust?

June 2, 2025 by admin

The question of integrating a pet trust within an irrevocable trust is a frequently asked one, especially among devoted animal …

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Can a testamentary trust protect inheritance from lawsuits?

June 2, 2025 by admin

A testamentary trust, created within a will, can indeed offer a layer of protection for inherited assets from potential lawsuits, …

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Can estate planning protect against financial elder abuse?

June 2, 2025 by admin

Sadly, financial elder abuse is a growing concern, with estimates suggesting that 1 in 10 older Americans experience some form …

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Can I add a clause to disqualify a beneficiary based on criminal behavior?

May 9, 2025 by admin

The question of whether you can disqualify a beneficiary due to criminal behavior is a common one for Ted Cook, …

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Can I account for inflation when planning bequests?

May 9, 2025 by admin

Planning bequests is a deeply personal act, a final expression of care and foresight. However, a static dollar amount determined …

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Can estate planning protect against creditors?

May 9, 2025 by admin

Estate planning is often viewed as simply preparing for the distribution of assets after one’s passing, but its protective capabilities …

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Can estate planning help protect assets from nursing home costs?

May 9, 2025 by admin

The escalating costs of long-term care, particularly nursing home expenses, are a significant concern for many Americans. According to recent …

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Can estate planning help me minimize income taxes for my heirs?

May 9, 2025 by admin

Estate planning is often viewed as solely about distributing assets after death, but a crucial, often overlooked benefit is the …

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