Can I direct that the trust prioritize supporting family reunions or traditions?
As an estate planning attorney in San Diego, I often encounter clients who wish to weave their values and cherished …
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Can I add clauses requiring trustees to prioritize debt repayment first?
The question of whether you can include clauses in a trust document requiring trustees to prioritize debt repayment before distributions …
What is a joint revocable living trust?
A joint revocable living trust is a powerful estate planning tool frequently utilized by couples, allowing them to manage assets …
Can a special needs trust pay for caregiver transport services to appointments?
The question of whether a special needs trust (SNT) can cover caregiver transport services to appointments is a common one …
Can a special needs trust pay for air purification systems?
The question of whether a special needs trust (SNT) can cover the cost of air purification systems is a common …
Can a special needs trust pay for a legal name change process?
The question of whether a special needs trust (SNT) can cover the costs associated with a legal name change is …
Can a special needs trust offer resources for supported decision-making models?
The question of whether a special needs trust can offer resources for supported decision-making models is increasingly relevant as we …
Can a special needs trust invest in real estate development or REITs?
The question of whether a special needs trust (SNT) can invest in real estate development or Real Estate Investment Trusts …
Can a special needs trust include protections against financial predators?
The creation of a special needs trust (SNT) is often driven by a deep desire to provide long-term security for …
Can a special needs trust include digital preservation of important records?
The question of whether a special needs trust can – and *should* – include provisions for digital preservation of important …