Can I tie distributions to successful completion of counseling or therapy?
The question of whether you can tie distributions from a trust to a beneficiary’s successful completion of counseling or therapy …
Point Loma Estate Planning Law
Can a bypass trust offset tax on inherited annuities?
Inherited annuities present unique tax challenges, and a bypass trust, also known as a credit shelter trust, can be a …
What is the benefit of holding life insurance in a trust?
Holding life insurance within a trust, specifically an Irrevocable Life Insurance Trust (ILIT), offers significant benefits beyond simply providing a …
Can I instruct the trustee to consider local economic needs when choosing investments?
As an estate planning attorney in San Diego, I frequently encounter clients wanting their legacies to extend beyond mere financial …
Can I designate specific funding for family disputes or litigation resolution?
The question of whether you can specifically designate funding within your estate plan to address potential family disputes or litigation …
Can a special needs trust provide accessibility consulting services for small businesses?
The question of whether a special needs trust can *directly* provide accessibility consulting services for small businesses is nuanced, but …
Can a special needs trust pay for translation of international medical documentation?
The question of whether a special needs trust (SNT) can cover the costs of translating international medical documentation is a …
Can a special needs trust pay for services related to establishing medical power of attorney?
The question of whether a special needs trust (SNT) can pay for services related to establishing a medical power of …
Can a special needs trust pay for participation in virtual retreats?
The question of whether a special needs trust (SNT) can pay for participation in virtual retreats is complex, hinging on …
Can a special needs trust pay for housing?
The question of whether a special needs trust (SNT) can pay for housing is a central one for families planning …