Can a special needs trust support remote work accommodations?
The question of whether a special needs trust can support remote work accommodations is increasingly relevant in today’s evolving work …
Can a bypass trust be funded through a disclaimer by the surviving spouse?
The question of whether a bypass trust can be funded through a disclaimer by the surviving spouse is a complex …
What if I want to move assets out of the trust?
Navigating the process of removing assets from a trust can seem daunting, but it’s a common request, and with proper …
Can I limit how inherited funds are used?
The question of controlling how inherited funds are used is a common one for estate planning, and the answer is …
How do I include online accounts and passwords in my trust plan?
The digital age has created a new layer of complexity in estate planning, as our lives increasingly reside online—from financial …
Can I prevent my estate from being mismanaged?
The question of safeguarding an estate from mismanagement is a paramount concern for many individuals planning for the future, and …
Can I require verified community involvement hours for distributions?
As an estate planning attorney in San Diego, I often encounter clients with strong desires to instill values and encourage …
Can estate planning help manage a timeshare portfolio?
Timeshares, often purchased with dreams of annual vacations, can quickly become financial and logistical burdens, and surprisingly, they often get …
Can the trust fund accessible video game systems for therapeutic use?
The question of funding therapeutic tools like video game systems through a trust is increasingly common as we recognize the …
Can a special needs trust support peer support networks?
The question of whether a special needs trust can support peer support networks is increasingly relevant as we recognize the …