Can I require annual summaries of how the trust improved quality of life?
As an estate planning attorney in San Diego, I often encounter clients who desire more than just financial security for …
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Can I require the trustee to invest in low-volatility portfolios?
As an estate planning attorney in San Diego, I frequently encounter clients understandably concerned about preserving wealth for their beneficiaries, …
Can I make distributions based on age brackets?
As an estate planning attorney in San Diego, I frequently encounter clients curious about the flexibility within their trusts, and …
Can a Special Needs Trust Cover Recreational Activities?
The question of whether a special needs trust (SNT) can cover recreational activities is a common one for families caring …
Can a special needs trust cover disaster preparedness kits?
The question of whether a special needs trust can cover disaster preparedness kits is a practical one, deeply tied to …
Can a Special Needs Trust Cover Assistive Technology?
The question of whether a special needs trust (SNT) can cover assistive technology is a crucial one for families planning …
Can a special needs trust be used for pets or service animals?
The question of whether a special needs trust (SNT) can be utilized for the care of pets, especially service animals, …
Can a special needs trust be designed to address sensory processing needs?
The creation of a special needs trust (SNT) is a powerful tool for securing the future of individuals with disabilities, …
Can a special needs trust assist with a business plan for supported entrepreneurship?
The question of whether a special needs trust can assist with a business plan for supported entrepreneurship is increasingly relevant …
Can a revocable trust be used in business succession planning?
Business succession planning is a critical, yet often overlooked, aspect of long-term business health. It’s the process of determining what …