Skip to content

Rocklin Estate Law

  • Home
  • Contact

Point Loma Estate Planning Law

What happens if the trust makes an improper distribution?

June 3, 2025 by admin

Improper distributions from a trust can create significant legal and financial complications, potentially leading to lawsuits, tax penalties, and the …

Read more

What does it mean to “fund” a trust?

June 2, 2025 by admin

Creating a trust is only the first step in estate planning; it’s akin to building a beautiful container but leaving …

Read more

Does Medicaid require repayment after the beneficiary dies?

June 2, 2025 by admin

Yes, Medicaid generally requires repayment of certain benefits after the beneficiary’s death, a process known as estate recovery. This isn’t …

Read more

Can I designate different beneficiaries for different asset types?

June 2, 2025 by admin

The short answer is a resounding yes, you absolutely can designate different beneficiaries for different asset types, and in many …

Read more

Can a trust include a provision to adapt to law changes?

June 2, 2025 by admin

Absolutely, a trust can, and often *should*, include provisions to adapt to changes in the law, ensuring its continued effectiveness …

Read more

Can I bind the remainder charity to transparency covenants in a CRT?

May 9, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income during their lifetime, and …

Read more

Can I avoid taxation on life insurance proceeds with proper planning?

May 9, 2025 by admin

The question of taxation on life insurance proceeds is a common one, and the answer, as with many financial matters, …

Read more

Can I authorize media projects documenting estate impact?

May 9, 2025 by admin

The question of authorizing media projects – documentaries, films, or even detailed articles – that delve into the impact of …

Read more

Can I authorize annual family symposiums using trust funds?

May 9, 2025 by admin

The question of utilizing trust funds for annual family symposiums is a common one, particularly for those establishing trusts with …

Read more

Can I assign trust oversight to a rotating advisory council?

May 9, 2025 by admin

The question of assigning trust oversight to a rotating advisory council is a complex one, frequently encountered by individuals and …

Read more

Older posts
Page1 Page2 Next →

Categories

  • Escondido Estate Planning
  • Escondido Probate
  • Point Loma Estate Planning Law
  • San Diego County
  • Temecula Estate Law
  • Temecula Estate Planning
  • Wildomar Estate Planning

Recent Posts

  • Can a charitable remainder trust own income-producing farmland?
  • Can a trust provide a stipend for healthy food access?
  • Can a trust help the beneficiary open a credit union account?

Follow Me

FacebookTwitterInstagram
  • Privacy Policy
  • Terms
  • Contact
Copyright© - 2025