Can a trust contain clauses about supporting elder family members’ housing?
Absolutely, a trust can, and often *should*, contain specific clauses addressing support for elder family members, particularly regarding their housing …
Point Loma Estate Planning Law
Can a special needs trust sponsor subscription-based occupational therapy tools?
The question of whether a special needs trust (SNT) can fund subscription-based occupational therapy (OT) tools is a common one, …
Can I disqualify beneficiaries who fail to follow professional conduct standards?
The question of whether you can disqualify beneficiaries for failing to meet professional conduct standards is a complex one, deeply …
Can a trust reward involvement in restorative justice programs?
The question of whether a trust can reward involvement in restorative justice programs is increasingly relevant as alternative dispute resolution …
Can I set a maximum annual allowance for each beneficiary?
As an estate planning attorney in San Diego, I often get asked about the flexibility offered within trusts, and the …
Can the trust cover the cost of estate planning workshops for the beneficiary?
The question of whether a trust can cover the cost of estate planning workshops for a beneficiary is nuanced and …
Can the trust cover legal fees for beneficiaries seeking asylum or refugee status?
The question of whether a trust can cover legal fees for beneficiaries seeking asylum or refugee status is complex, deeply …
Can the trust contain a clause to update based on policy shifts in SSI or Medicaid?
The question of whether a trust can contain a clause to update based on policy shifts in Supplemental Security Income …
Can the trust be used to settle inter-family debts?
The question of whether a trust can be used to settle inter-family debts is a surprisingly common one for Ted …
Can the trust be used to match charitable giving by beneficiaries?
The question of whether a trust can be used to match charitable giving by beneficiaries is a surprisingly common one, …