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Point Loma Estate Planning Law

Can I fund a testamentary trust before death?

May 10, 2025 by admin

The question of whether you can fund a testamentary trust before death is a common one, and the answer is …

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Can I fund a CRT with restricted stock?

May 10, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a period, and …

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Can I fund a CRT from earnings through a royalty trust?

May 10, 2025 by admin

The question of whether you can fund a Charitable Remainder Trust (CRT) from earnings generated by a royalty trust is …

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Can I fund a bypass trust with life insurance proceeds?

May 10, 2025 by admin

The question of whether one can fund a bypass trust with life insurance proceeds is a common one for estate …

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Can I Freeze Accounts if Beneficiaries Become Incapacitated?

May 10, 2025 by admin

The question of whether you can freeze accounts when a beneficiary of a trust becomes incapacitated is a critical one …

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