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Can a special needs trust help the beneficiary start a podcast on disability topics?

June 2, 2025 by admin

Absolutely, a special needs trust can be a powerful tool to facilitate a beneficiary’s entrepreneurial endeavors, even something as creative …

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Can I use a CRT in conjunction with a charitable gift annuity?

June 2, 2025 by admin

Combining a Charitable Remainder Trust (CRT) with a Charitable Gift Annuity (CGA) is a sophisticated estate planning strategy that allows …

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Can a retirement account be transferred into a special needs trust?

June 2, 2025 by admin

The question of whether a retirement account can be transferred into a special needs trust (SNT) is complex and requires …

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Can I set recurring trustee education requirements?

June 2, 2025 by admin

As a San Diego estate planning attorney, I frequently encounter questions about the ongoing responsibilities of trustees, and a common …

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Can a bypass trust include a biometric trigger for health emergency disbursements?

June 2, 2025 by admin

The concept of incorporating biometric triggers into a bypass trust for health emergency disbursements is a fascinating and increasingly viable …

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Can I allow flexibility in my trust for unforeseen future events?

May 9, 2025 by admin

The creation of a trust is often viewed as a static act—a firm declaration of how assets should be managed …

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Can I Allow Beneficiaries to Vote on Major Trust Investment Decisions?

May 9, 2025 by admin

The question of allowing beneficiaries to participate in major trust investment decisions is surprisingly complex, intertwining legal considerations, practical realities, …

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Can I allow a philanthropic adviser to recommend charitable distributions?

May 9, 2025 by admin

The question of whether you can allow a philanthropic advisor to recommend charitable distributions from your trust is a common …

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Can I allocate investment performance bonuses to a CRT trustee?

May 9, 2025 by admin

The question of whether you can allocate investment performance bonuses to a Charitable Remainder Trust (CRT) trustee is complex and …

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Can I allocate different spending categories with varying degrees of access control?

May 9, 2025 by admin

The question of allocating different spending categories with varying degrees of access control within a trust is a critical one, …

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