Can I designate advisors to help the trustee?
The question of whether you can designate advisors to help a trustee is a common one, and the answer is …
Point Loma Estate Planning Law
Can a CRT be used to supplement retirement income?
Charitable Remainder Trusts (CRTs) can indeed be a sophisticated tool to supplement retirement income, but they’re not a simple replacement …
Can a CRT operate under community property law in a marital estate plan?
Charitable Remainder Trusts (CRTs) can indeed operate within the framework of community property law in states like California, offering a …
Can a special needs trust fund ergonomic assessments for travel gear?
A special needs trust (SNT) can indeed potentially fund ergonomic assessments for travel gear, but it’s not a simple yes …
Can I require financial literacy training before inheritance?
The question of whether to require financial literacy training before an inheritance is gaining traction as advisors and families recognize …
Can a special needs trust support navigation tools for travel training?
The question of whether a special needs trust (SNT) can fund navigation tools for travel training is a common one …
Can a special needs trust support food delivery for medically restricted diets?
Navigating the complexities of a special needs trust (SNT) requires careful consideration of permissible distributions. While the primary goal of …
Can a special needs trust support digital accessibility tools?
The question of whether a special needs trust can support digital accessibility tools is increasingly relevant in our technology-driven world. …
Can a special needs trust support an accessible fitness trainer?
The question of whether a special needs trust (SNT) can fund an accessible fitness trainer is a common one for …
Can a special needs trust support a digital calendar with medication reminders?
The question of whether a special needs trust (SNT) can support a digital calendar with medication reminders is a surprisingly …