Can I support language learning for descendants living abroad?
As an estate planning attorney in San Diego, I often encounter clients with family members residing internationally, and a common …
Point Loma Estate Planning Law
Can a special needs trust subsidize broadband for telehealth usage?
The question of whether a Special Needs Trust (SNT) can subsidize broadband for telehealth usage is increasingly relevant as access …
Can the trust mandate age-specific needs assessments?
Absolutely, a trust can, and often should, mandate age-specific needs assessments to ensure the beneficiary receives appropriate care and support …
Can I include online banking credentials in estate documents securely?
The question of whether to include online banking credentials in estate documents is a frequent one for Ted Cook, an …
Can I require digital literacy certifications for asset managers?
The question of whether to require digital literacy certifications for asset managers is increasingly relevant in today’s rapidly evolving financial …
How does an ILIT work?
An Irrevocable Life Insurance Trust, or ILIT, is a powerful estate planning tool used to minimize estate taxes and provide …
How does a testamentary trust handle digital estate content like NFTs?
The rise of digital assets, particularly Non-Fungible Tokens (NFTs), has presented a novel challenge for estate planning. Traditionally, testamentary trusts …
How does a special needs trust interact with ABLE accounts?
For families navigating the complexities of providing long-term financial security for a loved one with disabilities, understanding the interplay between …
How do testamentary trusts manage irregular income assets?
Testamentary trusts, established through a will and taking effect after death, present unique challenges when dealing with assets that don’t …
How do I update a testamentary trust?
Testamentary trusts, created within a last will and testament, offer a powerful tool for managing assets after one’s passing, particularly …