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Point Loma Estate Planning Law

Can I enable heirs to form a trust-owned co-op for shared assets?

May 9, 2025 by admin

The concept of enabling heirs to form a trust-owned cooperative for shared assets is intriguing and, with careful planning, entirely …

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Can I embed cultural heritage preservation tasks into inheritance structure?

May 9, 2025 by admin

The idea of embedding cultural heritage preservation tasks into an inheritance structure, while seemingly unconventional, is gaining traction as families …

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Can I Donate Farmland to a CRT and Continue to Live On It?

May 9, 2025 by admin

The question of donating farmland to a Charitable Remainder Trust (CRT) while retaining life estate—the right to continue living on …

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Can I disinherit someone with a testamentary trust?

May 9, 2025 by admin

The question of whether you can disinherit someone with a testamentary trust is a common one for Ted Cook, a …

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Can I direct trust funding to family investment clubs?

May 9, 2025 by admin

The question of whether you can direct trust funding to family investment clubs is a complex one, steeped in trust …

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