Can I grant decision-making to a committee rather than a single trustee?
The question of whether to appoint a committee to manage a trust, instead of a single trustee, is a common …
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Can a bypass trust cover the educational expenses of a beneficiary’s spouse?
The question of whether a bypass trust—also known as a credit shelter trust—can cover the educational expenses of a beneficiary’s …
Can I require review of trust goals every decade?
Establishing a trust is a significant step in estate planning, designed to manage and distribute assets according to your wishes, …
What’s the difference between a trust and a probate estate?
Understanding the distinction between a trust and a probate estate is crucial for effective estate planning, as each impacts how …
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 …
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 …