Can a special needs trust support a therapeutic sensory room build-out?
The question of whether a special needs trust can fund a therapeutic sensory room build-out is a common one for …
Point Loma Estate Planning Law
Can the trust fund development of renewable energy tech by beneficiaries?
The question of whether a trust fund can be utilized for the development of renewable energy technology by its beneficiaries …
Can I allocate funds in the trust for family reunions?
Absolutely, a thoughtfully drafted trust can absolutely allocate funds specifically for family reunions, fostering continued connections and creating lasting memories …
Can a special needs trust support home-based medical services?
Absolutely, a special needs trust, also known as a supplemental needs trust, can be specifically designed to support a beneficiary’s …
Can I fund a bypass trust with a promissory note?
The question of whether one can fund a bypass trust – also known as a credit shelter trust – with …
Can the trust be converted into a charitable remainder trust by future vote?
The question of converting an existing trust into a Charitable Remainder Trust (CRT) via a future vote—or amendment—is complex and …
Can the trust allow modifications through a trust protector if needed?
The ability to modify a trust is a cornerstone of modern estate planning, and increasingly, trust protectors are being utilized …
Can the trust allocate funds to maintain solar panels on inherited property?
The question of whether a trust can allocate funds to maintain solar panels on inherited property is surprisingly nuanced and …
Can the trust adjust disbursements based on income reported by the IRS?
The question of whether a trust can adjust disbursements based on income reported by the IRS is a complex one, …
Can the surviving spouse access the principal in a bypass trust?
The question of whether a surviving spouse can access the principal in a bypass trust is a common one, and …