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 …
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 an irrevocable trust own livestock or farm equipment?
The question of whether an irrevocable trust can own livestock or farm equipment is a surprisingly common one for estate …
Can an irrevocable trust be used to support a disabled child?
The question of providing long-term financial security for a disabled child is paramount for many parents. An irrevocable trust, specifically …
Can a trustee resign without court approval?
The question of whether a trustee can resign without court approval is a common one for those involved in trust …
Can a trustee be required to take continuing education courses?
The question of whether a trustee can be *required* to take continuing education courses is complex and varies significantly by …
Can a trustee be instructed to work with specific financial tech platforms?
The question of whether a trustee can be instructed to work with specific financial tech platforms is multifaceted and hinges …