Can a special needs trust provide audiobook subscriptions?
A special needs trust, designed to supplement—not replace—government benefits for individuals with disabilities, can indeed cover expenses like audiobook subscriptions, …
Point Loma Estate Planning Law
Can the trust be required to prioritize financial aid eligibility?
The question of whether a trust can be structured to prioritize financial aid eligibility is a common concern for families …
Can I limit a beneficiary’s control over their inheritance using a testamentary trust?
Yes, a testamentary trust is a powerful tool allowing you to retain control over how and when your assets are …
Do I need to give a copy of the trust to my trustee?
Navigating the world of estate planning can often feel like deciphering a complex code, and one question that frequently arises …
Can a CRT receive proceeds from a business sale over time?
Charitable Remainder Trusts (CRTs) are incredibly versatile estate planning tools, and the answer is a resounding yes, a CRT can …
Can I require heirs to maintain life insurance before distribution?
The question of whether a grantor can require heirs to maintain life insurance as a condition for receiving distributions from …
Can I require financial literacy training for beneficiaries before distribution?
The question of whether you can require financial literacy training for beneficiaries before trust distributions is increasingly relevant as wealth …
Can I require family members to share learnings from inheritance-funded projects?
The question of imposing requirements on family members receiving funds from an inheritance-funded project, particularly regarding the sharing of learnings, …
Can I require drug testing in a testamentary trust?
Testamentary trusts, established through a will, are powerful tools for managing assets and ensuring beneficiaries receive support according to the …
Can I require disaster readiness plans for real estate assets?
The question of whether you can require disaster readiness plans for real estate assets, particularly within the context of trust …