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Point Loma Estate Planning Law

Can the trust set a ceiling on the number of beneficiaries who may access principal?

May 11, 2025 by admin

The question of whether a trust can limit the number of beneficiaries accessing principal is a common one for Ted …

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Can the trust restrict algorithm-based trading systems?

May 11, 2025 by admin

The question of whether a trust can restrict algorithm-based trading systems is increasingly relevant in today’s financial landscape. Traditionally, trusts …

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Can the trust require that educational grants be repaid if not completed?

May 11, 2025 by admin

The question of whether a trust can require repayment of educational grants if the beneficiary doesn’t complete their studies is …

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Can the trust require evaluations before new therapies are funded?

May 11, 2025 by admin

Special needs trusts are powerful tools for ensuring the long-term care of individuals with disabilities, but navigating the complexities of …

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Can the trust reimburse volunteer transportation services?

May 11, 2025 by admin

The question of whether a trust can reimburse volunteer transportation services is multifaceted and hinges on several factors, primarily the …

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Can the trust receive additional assets after my death?

May 11, 2025 by admin

The question of whether a trust can receive additional assets after the grantor’s (the person creating the trust) death is …

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