Can a special needs trust pay for vocational certification renewals?
A special needs trust, also known as a Supplemental Needs Trust, is a powerful tool designed to provide for the …
Point Loma Estate Planning Law
Can a bypass trust fund postgraduate studies or professional training?
A bypass trust, also known as a credit shelter trust, is a common estate planning tool designed to take advantage …
Can I prevent ex-spouses from accessing trust funds?
Divorce is a deeply personal and often financially complex process, and safeguarding assets, particularly those held within trusts, is a …
Can a trust mandate quarterly trustee updates to a family board?
Absolutely, a trust can, and often should, mandate quarterly trustee updates to a family board, establishing a crucial framework for …
Can a testamentary trust restrict use of vehicles or homes?
Yes, a testamentary trust absolutely can restrict the use of vehicles or homes, and many other assets, offering a powerful …
Should I notify my trustee in advance?
The question of whether to notify your trustee in advance of actions impacting a trust is a surprisingly common one …
Should a Newlywed Couple Have One Trust or Two?
Entering marriage is a beautiful merging of lives, but it also necessitates careful consideration of legal and financial matters. One …
Is it possible to require charitable hours in exchange for distributions?
The concept of tying financial distributions from a trust to required charitable service hours is a fascinating, and increasingly discussed, …
Is an irrevocable trust permanent?
The question of whether an irrevocable trust is truly “permanent” is a common one for individuals exploring estate planning options …
Is a Testamentary Trust Public Record?
The question of whether a testamentary trust becomes public record is a common concern for individuals creating estate plans in …