Can the trust fund specialized medical devices not covered by insurance?
Navigating the world of healthcare costs, especially when dealing with specialized medical devices not fully or at all covered by …
Point Loma Estate Planning Law
Can I implement a mandatory mentorship program for beneficiaries?
The question of whether to implement a mandatory mentorship program for beneficiaries is complex, touching upon legal considerations, ethical responsibilities, …
Can I fund a CRT as a contingency plan within my succession strategy?
Absolutely, a Charitable Remainder Trust (CRT) can be a powerful component of a comprehensive succession strategy, serving as a flexible …
Can a testamentary trust reward beneficiaries for remaining debt-free?
A testamentary trust, created through a will, offers a unique avenue for incentivizing responsible financial behavior in beneficiaries, and yes, …
Can I make regular contributions to a special needs trust?
Yes, you can absolutely make regular contributions to a special needs trust, and it’s a common way to fund these …
Can a testamentary trust hold naming rights or legacy endowments?
The concept of a testamentary trust—a trust created within a will—holding naming rights or legacy endowments is a fascinating intersection …
Can a testamentary trust help avoid probate?
The question of whether a testamentary trust can help avoid probate is a common one for individuals considering estate planning. …
Can a testamentary trust fund travel or relocation costs?
The question of whether a testamentary trust fund can cover travel or relocation costs is a common one, and the …
Can a testamentary trust fund be invested in international markets?
The question of whether a testamentary trust fund can be invested in international markets is a common one for beneficiaries …
Can a testamentary trust distribute shares of a family business?
The question of whether a testamentary trust can distribute shares of a family business is a common one for estate …