Can I prevent the trustee from selling heirloom property?
As an estate planning attorney in San Diego, I frequently encounter concerns from beneficiaries regarding the potential sale of cherished …
Can a trust incentivize savings and investments?
Absolutely, a trust can be a powerful tool to not only protect assets but also to actively encourage and reward …
Who can create a special needs trust?
A special needs trust, also known as a supplemental needs trust, is a powerful estate planning tool designed to provide …
Can a trust include performance reviews for hired caregivers?
Yes, a trust can absolutely include provisions for performance reviews of hired caregivers, though it requires careful drafting and consideration …
Can a special needs trust subsidize telepresence robots for education or work?
The question of whether a special needs trust (SNT) can fund telepresence robots for education or work is complex, but …
Can I allocate specific assets to charities within one CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Can I allocate funds for heirs to participate in political campaigns or lobbying?
The question of whether you can allocate funds within a trust for heirs to participate in political campaigns or lobbying …
Can I allocate different responsibilities to different trustees?
The question of whether you can assign distinct duties to co-trustees is a common one for clients of estate planning …
Can I allocate annual estate funding to family research or genealogy projects?
The question of whether you can allocate annual estate funding—specifically from a trust—to family research or genealogy projects is a …
Can I add restrictions against use of trust funds for AI content creation?
The question of restricting the use of trust funds for emerging technologies like Artificial Intelligence (AI) content creation is becoming …