Can a special needs trust help the beneficiary start a podcast on disability topics?
Absolutely, a special needs trust can be a powerful tool to facilitate a beneficiary’s entrepreneurial endeavors, even something as creative …
Point Loma Estate Planning Law
Can I use a CRT in conjunction with a charitable gift annuity?
Combining a Charitable Remainder Trust (CRT) with a Charitable Gift Annuity (CGA) is a sophisticated estate planning strategy that allows …
Can a retirement account be transferred into a special needs trust?
The question of whether a retirement account can be transferred into a special needs trust (SNT) is complex and requires …
Can I set recurring trustee education requirements?
As a San Diego estate planning attorney, I frequently encounter questions about the ongoing responsibilities of trustees, and a common …
Can a bypass trust include a biometric trigger for health emergency disbursements?
The concept of incorporating biometric triggers into a bypass trust for health emergency disbursements is a fascinating and increasingly viable …
Can I allow flexibility in my trust for unforeseen future events?
The creation of a trust is often viewed as a static act—a firm declaration of how assets should be managed …
Can I Allow Beneficiaries to Vote on Major Trust Investment Decisions?
The question of allowing beneficiaries to participate in major trust investment decisions is surprisingly complex, intertwining legal considerations, practical realities, …
Can I allow a philanthropic adviser to recommend charitable distributions?
The question of whether you can allow a philanthropic advisor to recommend charitable distributions from your trust is a common …
Can I allocate investment performance bonuses to a CRT trustee?
The question of whether you can allocate investment performance bonuses to a Charitable Remainder Trust (CRT) trustee is complex and …
Can I allocate different spending categories with varying degrees of access control?
The question of allocating different spending categories with varying degrees of access control within a trust is a critical one, …