Can I define trustee qualifications that must be maintained?
The question of whether you can define trustee qualifications that must be maintained is a crucial one in estate planning, …
Can I embed biometric verification to trigger distributions?
The idea of using biometric verification to trigger distributions from a trust or estate is gaining traction as technology advances, …
Can I assign a professional mediator to resolve disputes?
Disputes surrounding estates, trusts, and even the interpretation of wills, are unfortunately common, and can tear families apart during already …
Can the trust prevent all investments in private equity?
The question of whether a trust can entirely prevent investments in private equity is complex, hinging on the specific language …
Can I restrict trustees from making investment decisions without consensus?
As an estate planning attorney in San Diego, I often encounter clients concerned about how their assets will be managed …
What is a special needs trust?
A special needs trust, also known as a supplemental needs trust, is a legally established arrangement designed to hold assets …
Can I require public service internships to unlock educational grants?
The concept of tying educational grant eligibility to mandatory public service internships is gaining traction as a potential solution to …
Can a special needs trust be used to fund specialized driving programs?
Absolutely, a special needs trust can, under certain circumstances, be utilized to fund specialized driving programs for beneficiaries with disabilities, …
Can a CRT require annual visits by the charity to trust-managed property?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to a trust, receive income …
How do I know if I need professional help with estate planning near me?
The phone buzzed relentlessly on the nightstand, jarring Sarah awake. She fumbled for it, her heart pounding. It was her …