Can a special needs trust support a training program for using adaptive technology?
Absolutely, a special needs trust can, and often *should*, support training programs for using adaptive technology, ensuring beneficiaries can maximize …
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Can estate planning include Medicaid planning?
Yes, estate planning can absolutely include Medicaid planning, and often should, particularly for individuals concerned about the potential costs of …
Can the trust be used to pay taxes owed by the beneficiary?
The question of whether a trust can be used to pay taxes owed by a beneficiary is a common one, …
Can I assign a CRT’s income interest to a different trust?
The question of whether one can assign a Charitable Remainder Trust’s (CRT) income interest to another trust is complex, but …
Can I require disclosures of outside income sources for beneficiaries?
As an estate planning attorney in San Diego, I frequently encounter questions about the intricacies of trust administration, and the …
Can the trust cover social media management for a beneficiary’s safety?
In today’s digital age, the question of how a trust can address the management of a beneficiary’s digital footprint, specifically …
Can I require beneficiaries to maintain active employment status?
The question of whether you can require beneficiaries to maintain active employment status within a trust is a complex one, …
Can I include a clause to freeze trust assets during litigation?
The question of whether you can include a clause to freeze trust assets during litigation is a complex one, heavily …
Can the trust prohibit distributions if the surviving spouse contests the will?
The question of whether a trust can prohibit distributions if the surviving spouse contests the will is a complex one, …
How can a revocable living trust protect my assets?
The worn, leather-bound journal felt heavy in Margaret’s hands. Flipping through its brittle pages, she recalled her grandfather meticulously documenting …