Can the trust pay for continuing education units or certifications?
Determining whether a trust can cover the costs of continuing education units (CEUs) or certifications is a common question for …
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Can a special needs trust pay for medical bracelet or QR tag subscriptions?
The question of whether a special needs trust can cover the cost of medical bracelets or QR tag subscriptions is …
Can a trust compensate beneficiaries for caregiving roles?
The question of whether a trust can compensate beneficiaries for caregiving roles is increasingly common as demographics shift and the …
Can I mandate quarterly family updates for distributions?
As an estate planning attorney in San Diego, I often encounter clients wanting to ensure their wealth not only passes …
What is a special needs trust and how is it different?
A special needs trust, sometimes called a supplemental needs trust, is a legally established arrangement designed to hold assets for …
Who should I hire for setting up a living trust?
The phone buzzed, jarring me awake. It was my aunt Martha, her voice laced with panic. “Your grandfather just passed …
What’s the smartest way to hire an estate planning lawyer?
The worn leather of the briefcase felt heavy in my hands, each crease a testament to years of carrying other …
What’s the best way to contain a problem with a trust?
The phone rang, shrill and insistent, shattering the quiet of my Sunday morning. It was Mrs. Hernandez, her voice trembling …
How do I get help fast for a time-sensitive estate issue?
My phone buzzed incessantly, each vibration a hammer blow against my already frayed nerves. A cold sweat clung to me …
What’s the dispute resolution policy for estate planning disagreements near by?
The old, hand-written will crackled in Amelia’s trembling hands. Her brother, Mark, stood across from her, his face a mask …