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 …
Point Loma Estate Planning Law
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 …
Can I move crypto assets into an irrevocable trust?
The question of integrating cryptocurrency assets into irrevocable trusts is rapidly gaining prominence as digital wealth accumulates. For many, the …
Can I mandate that assets be held until real estate prices reach a target value?
The question of whether you can mandate that assets be held until real estate prices reach a target value within …
Can I mandate multi-signature approval for capital distributions?
The question of whether you can mandate multi-signature approval for capital distributions from a trust is a common one for …
Can I mandate equalization clauses for lifetime gifts?
The question of whether you can mandate equalization clauses for lifetime gifts is a complex one, deeply rooted in estate …
Can I make trust distributions conditional on climate-related philanthropy?
The question of whether you can condition trust distributions on climate-related philanthropy is increasingly relevant as individuals seek to align …