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Point Loma Estate Planning Law

Can I set different terms for different beneficiaries?

May 10, 2025 by admin

The question of whether you can set different terms for different beneficiaries within a trust is a common one, and …

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Can I set aside part of the trust for an emergency pandemic response?

May 10, 2025 by admin

The question of whether you can earmark funds within a trust for emergency pandemic response, or any unforeseen crisis, is …

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Can I set an age threshold for inheritance?

May 10, 2025 by admin

The question of when beneficiaries receive inherited assets is a common one for those establishing estate plans, and the answer …

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Can I set a ceiling for how much any one beneficiary may receive?

May 10, 2025 by admin

The question of whether you can limit the amount a beneficiary receives from a trust is a common one, especially …

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Can I schedule remainder transfers in tranches after the trust term ends?

May 10, 2025 by admin

The question of scheduling remainder transfers in tranches after a trust term ends is a common one for clients of …

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