Can a special needs trust help with travel visas or documentation?
Navigating international travel with a loved one who has special needs presents a unique set of challenges, and while a …
What is a marital trust and how is it different?
A marital trust, also known as a Qualified Personal Residence Trust (QPRT), is an estate planning tool designed to provide …
Can I allow heirs to redirect part of their inheritance to charity?
Absolutely, you can structure your estate plan to allow your heirs to redirect a portion of their inheritance to a …
Can I assign different trustees for different parts of the trust?
The question of whether you can assign different trustees for different parts of a trust is a common one for …
Can I set aside funds in my estate for family legal expenses?
Planning for the future often extends beyond financial assets; it also encompasses anticipating potential legal challenges that loved ones might …
Can I include management fees for specific advisors within the trust terms?
The question of whether you can include management fees for specific advisors within the trust terms is a common one …
Is there a waiting period before a testamentary trust becomes active?
A testamentary trust, created within a will, doesn’t spring into existence immediately upon the testator’s death; rather, it’s subject to …
Can a testamentary trust help preserve farmland?
The preservation of farmland is a growing concern as agricultural land faces pressure from development and changing economic conditions; a …
Can a special needs trust fund job readiness assessments?
The question of whether a special needs trust (SNT) can fund job readiness assessments is a common one for families …
Can I require that a portion of disbursements be saved or reinvested?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their beneficiaries receive distributions responsibly, …