Can a trust offer mental wellness grants based on clinical milestones?
Establishing a trust to fund mental wellness grants tied to clinical milestones is a fascinating and increasingly relevant area of …
Point Loma Estate Planning Law
Can a bypass trust be linked to a legacy storytelling initiative?
Absolutely, a bypass trust can be powerfully linked to a legacy storytelling initiative, ensuring both financial security for heirs and …
Can I require that a portion of distributions be used for beneficiary retirement plans?
The question of dictating how beneficiaries utilize inherited funds is a common one, and while it seems logical to ensure …
Can a special needs trust subsidize a caregiving mobile app subscription?
The question of whether a special needs trust (SNT) can pay for a caregiving mobile app subscription is a nuanced …
Can I limit the trust’s duration to a specific number of years?
The question of whether a trust can be limited to a specific duration is a common one, and the answer …
Can I set up triggers in the trust based on global or political events?
The idea of incorporating triggers based on global or political events into a trust is certainly intriguing, and increasingly common …
Can I set up communication protocols between trustee and care team?
Establishing clear communication protocols between a trustee and a care team is not only possible, but absolutely crucial for the …
Can I set up a trust for my grandchildren?
The question of establishing a trust for grandchildren is a common one, particularly as grandparents begin to consider estate planning …
Can I set up a legacy donation through my estate?
The question of incorporating charitable giving into your estate plan is increasingly common, and thankfully, quite achievable. Many individuals desire …
Can I set up a bypass trust for my spouse in my will?
The question of establishing a bypass trust for a spouse within a will is a common one for estate planning, …