Can the trustee be sued?
The possibility of a trustee facing a lawsuit is a significant concern for anyone taking on this fiduciary role, and …
Point Loma Estate Planning Law
Can I assign a financial mentor for young beneficiaries?
The question of guiding young beneficiaries toward financial responsibility is a common one for estate planning attorneys like myself here …
Can a CRT include provisions for charitable naming rights?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a special needs trust pay for travel or vacations?
The question of whether a special needs trust (SNT) can cover travel or vacations is a common one, and the …
Can I include a charity from a donor-advised fund network as the CRT’s beneficiary?
Yes, you can absolutely include a charity from a donor-advised fund (DAF) network as a beneficiary of your Charitable Remainder …
Can the trust fund the purchase of therapy room supplies?
The question of whether a trust can fund the purchase of therapy room supplies is a common one, especially as …
Can the trust fund ongoing maintenance of family heirlooms?
The question of whether a trust fund can cover the ongoing maintenance of family heirlooms is a common one for …
Can the trust fund inclusive summer camps or programs?
The question of whether a trust fund can cover the costs of inclusive summer camps or programs is a common …
Can the trust fund courses on disability law and self-advocacy?
The question of whether a trust fund can cover costs associated with courses on disability law and self-advocacy is a …
Can the Trust Fund Background Checks for Transportation Services?
The question of whether a trust fund can facilitate or mandate background checks for transportation services is multifaceted, blending legal …