Can a special needs trust pay for prescription delivery services?
A special needs trust (SNT) is a powerful tool designed to enhance the quality of life for individuals with disabilities …
Point Loma Estate Planning Law
Can the trustee hire professionals to manage trust assets?
Absolutely, a trustee not only *can* hire professionals to manage trust assets, but in many cases, they have a fiduciary …
Can the trust pay for estate planning fees for future generations?
That’s a frequently asked question, and the answer is, yes, with careful planning, a trust can indeed be structured to …
Can I close a trust before I die?
Yes, you can absolutely close a trust before you die, but the process isn’t always straightforward and depends heavily on …
Can a trust reward marriage or parenting milestones?
The question of whether a trust can reward marriage or parenting milestones is increasingly common as estate planning evolves beyond …
Can I establish protocols for managing trust during pandemics or crises?
The question of proactively establishing protocols for managing trusts during pandemics or crises is increasingly relevant in our interconnected world. …
Can I establish legacy stewardship roles for future generations?
The concept of legacy stewardship—ensuring values, wealth, and wisdom are passed down effectively—is gaining traction, especially amongst high-net-worth individuals and …
Can I establish an estate-funded loan program for heirs starting businesses?
The idea of establishing an estate-funded loan program for heirs venturing into entrepreneurship is increasingly popular, particularly amongst high-net-worth individuals …
Can I establish a private family credit rating monitored by the trustee?
The concept of a “private family credit rating” monitored by a trustee is unconventional, yet increasingly relevant in the landscape …
Can I establish a CRT with a flexible start date for income payments?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …