Can a special needs trust provide support for non-clinical peer counseling?
Absolutely, a special needs trust can, and often should, provide support for non-clinical peer counseling, enhancing the quality of life …
Point Loma Estate Planning Law
Can a CRT give preference to women-led or minority-led charities?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while receiving an …
Can estate planning include tax-advantaged gifting strategies?
Absolutely, estate planning frequently incorporates tax-advantaged gifting strategies as a powerful tool to reduce estate taxes, minimize potential gift taxes, …
Can a testamentary trust reimburse for health insurance premiums?
A testamentary trust, established through a will and taking effect after death, can indeed reimburse for health insurance premiums, but …
Can a special needs trust pay for a subscription meal service?
The question of whether a special needs trust (SNT) can pay for a subscription meal service is surprisingly complex, hinging …
Do Irrevocable Trusts Work for Blended Families?
Blended families, increasingly common in today’s society, present unique estate planning challenges. Navigating the complexities of ensuring fair and equitable …
Do I Need to Re-Notarize Changes Made to the Trust?
The question of whether you need to re-notarize a trust after making changes is a common one for clients of …
Do I need a certificate of trust to open bank accounts?
Navigating the world of trusts can seem daunting, especially when it comes to practical matters like opening a bank account. …
Do beneficiaries get notified after my death?
The question of whether beneficiaries are notified after someone’s death is a common one, and the answer, as with most …
Can the trustee of a bypass trust also be a beneficiary’s sibling?
The question of whether a trustee of a bypass trust can also be a beneficiary’s sibling is a common one, …