Can I require an annual financial audit of the trust?
As a San Diego estate planning attorney, I frequently encounter questions about oversight and accountability within trusts, and the ability …
Point Loma Estate Planning Law
Can I restrict distributions based on the beneficiary’s marital status?
The question of whether you can restrict distributions from a trust based on a beneficiary’s marital status is complex, touching …
Can I gift property to my heirs now and still control it in my estate plan?
The question of whether you can gift property to your heirs while retaining control within your estate plan is a …
Can the bypass trust prohibit investment in crypto assets?
The question of whether a bypass trust can prohibit investment in crypto assets is increasingly relevant in modern estate planning, …
Can a bypass trust be terminated by a supermajority of beneficiaries?
The question of whether a bypass trust can be terminated by a supermajority of beneficiaries is complex and heavily dependent …
Can a special needs trust fund executive functioning workshops?
The question of whether a special needs trust (SNT) can fund executive functioning workshops is a common one for families …
Can a special needs trust fund content creation for awareness campaigns?
The question of whether a Special Needs Trust (SNT) can fund content creation for awareness campaigns is complex, hinging on …
Can a special needs trust fund adaptive driving lessons?
The question of whether a special needs trust (SNT) can fund adaptive driving lessons is a nuanced one, deeply rooted …
Can a special needs trust finance virtual social events?
The question of whether a special needs trust (SNT) can finance virtual social events is increasingly relevant in our digitally …
Can a special needs trust cover workshop registration for public speaking?
Navigating the complexities of special needs trusts often involves questions about permissible expenses. While the primary goal of these trusts …