Can the trust pay for fiduciary liability insurance?
Fiduciary liability insurance is a critical consideration for those serving as trustees, and a frequent question arises regarding whether a …
Point Loma Estate Planning Law
Can a testamentary trust help avoid family disputes?
A testamentary trust, established within a will, can indeed be a powerful tool in mitigating—and even avoiding—family disputes after someone …
Can the CRT income be distributed as a flat dollar amount instead of a percentage?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I have multiple irrevocable trusts for different purposes?
Absolutely, establishing multiple irrevocable trusts tailored to specific objectives is not only permissible but often a highly effective estate planning …
What happens if a beneficiary dies before the trust is distributed?
This is a surprisingly common question for estate planning attorneys like myself here in San Diego, and the answer isn’t …
Can a special needs trust include protections against financial predators?
The question of protecting vulnerable individuals with special needs from financial exploitation is paramount when establishing a special needs trust …
Can a special needs trust include eco-friendly product clauses?
The question of whether a special needs trust (SNT) can include clauses mandating the use of eco-friendly products is a …
Can a special needs trust include climate-controlled storage rental?
The question of whether a special needs trust (SNT) can cover climate-controlled storage rental is a common one for families …
Can a special needs trust include a schedule for adaptive driving evaluations?
The question of whether a special needs trust can—and should—include a schedule for adaptive driving evaluations is a nuanced one, …
Can a special needs trust include a clause for culturally specific care resources?
The question of whether a special needs trust can—and should—include a clause for culturally specific care resources is increasingly relevant …