Can a special needs trust fund custom-built adaptive furniture?
Absolutely, a special needs trust can be utilized to fund custom-built adaptive furniture, but navigating the specifics requires careful planning …
Point Loma Estate Planning Law
Can a CRT require the charity to undergo third-party impact verification?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a bypass trust provide a housing stipend for a relocating beneficiary?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to take advantage …
Can I prohibit gambling-related business investments in the trust?
As an estate planning attorney in San Diego, I frequently encounter clients with strong ethical or moral convictions that they …
Can I structure my estate plan to benefit domestic and international charities?
Absolutely, structuring your estate plan to benefit both domestic and international charities is a powerful way to leave a lasting …
Can I assign different trustees for different parts of the trust?
The question of whether you can assign different trustees for different parts of a trust is a common one, and …
Can I assign cultural stewardship roles to beneficiaries based on expertise?
The question of assigning cultural stewardship roles to beneficiaries within a trust, particularly when the trust holds assets with significant …
Can I assign a temporary trustee if the primary is unavailable?
The question of whether you can assign a temporary trustee when the primary is unavailable is a common one for …
Can I Assign a Family Ombudsman to Mediate Internal Trust Disputes?
The concept of assigning a family ombudsman to mediate internal trust disputes is gaining traction as families seek alternatives to …
Can I assign a backup charity if the original one no longer exists?
The question of designating a backup charity within a trust is a common one, particularly as time passes and the …