Can a trust pay for service subscriptions that monitor health data?
The question of whether a trust can pay for service subscriptions that monitor health data is becoming increasingly relevant as …
Can a CRT make distributions to pay off a mortgage on my residence?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool, but understanding its distribution capabilities requires careful consideration, specifically …
Can I disqualify heirs involved in cryptocurrency fraud?
The question of whether you can disqualify heirs involved in cryptocurrency fraud is a complex one, deeply intertwined with estate …
Can I name alternate beneficiaries in case someone declines?
Absolutely, naming alternate beneficiaries, sometimes called contingent beneficiaries, is a crucial step in comprehensive estate planning, ensuring your assets are …
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 …
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 …
How Can a Living Trust Protect My Assets?
The phone rang, shattering the quiet of Sarah’s afternoon. It was her sister, voice trembling with panic. Their father had …