Can a special needs trust fund special event attire?
The question of whether a special needs trust can fund special event attire—things like prom dresses, tuxedos, or even specific …
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Can I include provisions for automatic income reduction after certain thresholds?
The question of incorporating automatic income reduction provisions within a trust, particularly after reaching specific financial thresholds, is a sophisticated …
How do testamentary trusts fit into long-term estate planning?
Testamentary trusts are powerful tools in estate planning, created *within* a will and coming into effect only upon the death …
Can I include succession for trustee roles in my estate plan?
Absolutely, planning for the succession of trustee roles is a vital component of a comprehensive estate plan, ensuring a smooth …
Can I direct that only the income from a trust be distributed?
Absolutely, it is a common and often strategically advantageous approach to structure a trust so that only the *income* generated …
Can I include guidelines for investment in low-carbon industries?
As an estate planning attorney in San Diego, I often encounter clients interested in aligning their financial legacies with their …
Can I use a testamentary trust to set up conditional travel stipends?
Testamentary trusts, established through a will, offer a flexible mechanism for distributing assets after one’s passing, and yes, they absolutely …
Can a trust issue promissory notes to family members?
Yes, a trust can indeed issue promissory notes to family members, but it’s a complex area of estate planning with …
Can I specify guidelines for charitable giving by the trust?
Yes, you absolutely can specify guidelines for charitable giving within a trust, and it’s a powerful tool for continuing your …
Can I fund a sabbatical or retreat through a trust?
Absolutely, a trust can be a powerful tool to fund a sabbatical or retreat, offering both financial stability and flexibility …