Can a special needs trust include quarterly well-being check-ins?
Absolutely, a special needs trust can, and often *should*, include provisions for regular well-being check-ins, going beyond simply managing finances …
Point Loma Estate Planning Law
Can the trust provide support for mobile therapy vehicles?
Establishing a trust allows for remarkably flexible charitable giving, extending even to the innovative realm of mobile therapy vehicles; these …
Can a trust withhold distributions for beneficiaries who declare bankruptcy?
The question of whether a trust can withhold distributions from a beneficiary who declares bankruptcy is complex and hinges on …
Can a bypass trust be used to support a surviving spouse while preserving assets for children?
A bypass trust, also known as a credit shelter trust or an AB trust, is a powerful estate planning tool …
Can I restrict political activity funded by the trust?
The question of restricting political activity funded by a trust is a significant concern for many San Diego residents creating …
Can a trust lend money to a beneficiary?
The question of whether a trust can lend money to a beneficiary is surprisingly common, and the answer, as with …
Can a trust include performance reviews for hired caregivers?
The question of whether a trust can include provisions for performance reviews of hired caregivers is increasingly relevant as more …
Can a trust include guardianship provisions?
The question of whether a trust can include guardianship provisions is complex, rooted in the interplay between trust law and …
Can a trust include clauses to fund entrepreneurial risk?
The question of whether a trust can include clauses to fund entrepreneurial risk is increasingly relevant in today’s economic landscape. …
Can a trust include a clause for temporary suspension of distributions?
The question of whether a trust can include a clause for the temporary suspension of distributions is a common one …