Can I allow early distributions from the trust if estate tax law changes?
Navigating the complexities of estate planning requires foresight, and a crucial aspect of that is anticipating potential shifts in tax …
Can a special needs trust subsidize a meditation instructor?
Navigating the complexities of special needs trusts requires careful consideration of what expenses can be appropriately covered, and whether a …
Can I require beneficiaries to meet performance goals?
The question of whether you can require beneficiaries to meet performance goals within a trust is a complex one, deeply …
Can a special needs trust fund virtual fitness coaching services?
Navigating the financial aspects of caring for a loved one with special needs is complex, and a common question arises …
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 …
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 …
How Can an Estate Planning Attorney Help Me Avoid Probate?
The musty air hung heavy in the courtroom, punctuated only by the rhythmic tapping of a judge’s gavel. Margaret nervously …