Can a special needs trust include climate-controlled storage rental?
Absolutely, a special needs trust can indeed include the cost of climate-controlled storage rental, provided it aligns with the beneficiary’s …
Point Loma Estate Planning Law
Can the trust provide startup capital for supported employment?
The question of whether a trust can provide startup capital for supported employment is a common one, particularly for beneficiaries …
Can a special needs trust include recurring trustee accountability reports?
Absolutely, a special needs trust can, and often *should*, include provisions for recurring trustee accountability reports, ensuring transparency and responsible …
Can I name a family council to advise the trustee?
Establishing a family council to advise a trustee is a remarkably effective strategy for fostering transparency, promoting family harmony, and …
Can I require pre-approval for any single expense over a set amount?
As an estate planning attorney in San Diego, I frequently discuss financial controls with clients, and the question of requiring …
Can I prohibit certain investments in the trust?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s not a ‘set it and forget …
Can I prevent trust involvement in payday lending or high-interest loans?
The question of shielding a trust from the predatory practices of payday lending and high-interest loans is increasingly relevant. Roughly …
Can I Prevent Ex-Spouses from Accessing Trust Funds?
The question of whether an ex-spouse can access trust funds is a common concern for individuals going through divorce, or …
Can I prevent beneficiaries from assigning their interest to creditors?
The question of protecting trust assets from the reach of a beneficiary’s creditors is a paramount concern for many establishing …
Can I plan to avoid disputes between co-trustees?
The idea of co-trustees – two or more individuals jointly managing a trust – often seems appealing. It provides a …