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Can a special needs trust include quarterly well-being check-ins?

June 2, 2025 by admin

Absolutely, a special needs trust can, and often *should*, include provisions for regular well-being check-ins, going beyond simply managing finances …

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Can the trust provide support for mobile therapy vehicles?

June 2, 2025 by admin

Establishing a trust allows for remarkably flexible charitable giving, extending even to the innovative realm of mobile therapy vehicles; these …

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Can a trust withhold distributions for beneficiaries who declare bankruptcy?

June 2, 2025 by admin

The question of whether a trust can withhold distributions from a beneficiary who declares bankruptcy is complex and hinges on …

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Can a bypass trust be used to support a surviving spouse while preserving assets for children?

June 2, 2025 by admin

A bypass trust, also known as a credit shelter trust or an AB trust, is a powerful estate planning tool …

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Can I restrict political activity funded by the trust?

June 2, 2025 by admin

The question of restricting political activity funded by a trust is a significant concern for many San Diego residents creating …

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Can an irrevocable trust own livestock or farm equipment?

May 10, 2025 by admin

The question of whether an irrevocable trust can own livestock or farm equipment is a surprisingly common one for estate …

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Can an irrevocable trust be used to support a disabled child?

May 10, 2025 by admin

The question of providing long-term financial security for a disabled child is paramount for many parents. An irrevocable trust, specifically …

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Can a trustee resign without court approval?

May 10, 2025 by admin

The question of whether a trustee can resign without court approval is a common one for those involved in trust …

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Can a trustee be required to take continuing education courses?

May 10, 2025 by admin

The question of whether a trustee can be *required* to take continuing education courses is complex and varies significantly by …

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Can a trustee be instructed to work with specific financial tech platforms?

May 10, 2025 by admin

The question of whether a trustee can be instructed to work with specific financial tech platforms is multifaceted and hinges …

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