Can a testamentary trust support specific medical needs?
A testamentary trust, established through a will and taking effect after death, absolutely can be designed to support specific medical …
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Can I set up a testamentary trust for minor children?
Yes, establishing a testamentary trust for minor children is a common and effective estate planning strategy, providing a mechanism to …
Can I include directions for successor trustees?
Navigating the responsibilities of a successor trustee can feel daunting, and proactively including clear directions within an estate plan is …
Can a trust help protect against elder financial abuse?
Elder financial abuse is a tragically growing problem, with estimates suggesting that one in ten older Americans experience some form …
Can the trust reimburse volunteer transportation services?
Navigating the complexities of trust administration often brings up unique questions regarding permissible distributions, and one increasingly common inquiry revolves …
Can I require transparency reports from business-owning beneficiaries?
As an estate planning attorney in San Diego, I frequently encounter situations where beneficiaries of trusts own all or a …
Can a bypass trust offer career sabbatical grants?
A bypass trust, fundamentally designed for estate tax planning, doesn’t directly “offer” grants like a foundation, but its assets *can* …
Can I assign oversight to a nonprofit advisor I trust?
The question of assigning oversight to a trusted nonprofit advisor is a common one for individuals contemplating estate planning, especially …
Are trusts reviewed by the court?
Trusts, while offering a degree of privacy and control over asset distribution, are not entirely shielded from court oversight; the …
Can I add a clause allowing financial penalties for misuse of distributions?
The question of incorporating financial penalties for the misuse of trust distributions is a complex one, frequently arising in estate …