Can a special needs trust fund skill-building board games or tools?
Absolutely, a special needs trust can indeed fund skill-building board games or tools, and often *should* to enhance the beneficiary’s …
Point Loma Estate Planning Law
What are the banking compliance requirements for testamentary trust accounts?
Testamentary trusts, established through a will and coming into effect after death, present unique banking compliance challenges for financial institutions …
Can a trust provide bonuses for maintaining consistent independent living?
The question of whether a trust can provide bonuses for maintaining consistent independent living is increasingly relevant as the population …
Can I specify beneficiaries must complete estate planning themselves to inherit?
The question of whether you can require beneficiaries to engage in estate planning themselves as a condition of inheriting from …
Can a trust protector remove or replace the trustee?
The question of whether a trust protector can remove or replace a trustee is a complex one, heavily dependent on …
Can the trust provide benefits to domestic partners of heirs?
The question of whether a trust can provide benefits to the domestic partners of heirs is increasingly common, reflecting evolving …
Can the trust prohibit sales of specific legacy properties?
The question of whether a trust can prohibit the sale of specific legacy properties is a common one for Ted …
Can the trust prohibit asset distribution for gambling-related debts?
The question of whether a trust can prohibit asset distribution for gambling-related debts is a frequently asked one, particularly in …
Can the trust pay for upgrades to mobility equipment over time?
Navigating the financial aspects of long-term care, especially when dealing with mobility needs, can be complex. Many individuals and families …
Can the trust pay for resume development with accessibility accommodations?
The question of whether a trust can pay for resume development, specifically when accessibility accommodations are needed, is a surprisingly …