What are the most common mistakes in setting up a special needs trust?
Establishing a special needs trust (SNT) is a powerful tool to provide for a loved one with disabilities without disqualifying …
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Can I name a backup trustee?
The question of whether you can name a backup trustee is a crucial one in estate planning, and the answer …
Can I limit how often distributions are made from the trust?
Establishing a trust is a powerful tool in estate planning, offering control over assets even after your passing, and a …
Can I name backup trustees and executors?
Absolutely, naming backup trustees and executors is a crucial component of a comprehensive estate plan, providing a safety net to …
Can a special needs trust cover assistive technology?
Absolutely, a special needs trust can, and often *should*, cover assistive technology, recognizing that these tools are vital for maintaining …
Can I mandate estate plan reviews every decade by a legal professional?
Absolutely, proactively scheduling regular reviews of your estate plan with a qualified legal professional, such as every decade, is a …
Can I instruct trustees to consult multiple advisors before large purchases?
As an estate planning attorney in San Diego, I frequently encounter questions about trustee discretion and how to ensure responsible …
What steps must be taken to activate a testamentary trust after death?
A testamentary trust, unlike a living trust, springs into existence only *after* the grantor’s death, as outlined in their will. …
What happens if the trustee fails in their duties?
A trustee holds a significant position of responsibility, managing assets for the benefit of beneficiaries, and a failure to uphold …
How do I know I’m making a smart choice estate planning attorney near by
The phone slipped from Margaret’s grasp, clattering onto the hardwood floor. Tears welled in her eyes as she stared at …