Can I link asset allocations to family health assessments?
The seemingly disparate fields of financial planning and healthcare are increasingly recognized as deeply intertwined, and the question of linking …
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Can trust assets be distributed in non-monetary forms like services or experiences?
The distribution of trust assets isn’t limited to cash or easily liquidated property; trusts can indeed distribute non-monetary benefits like …
Can I limit distribution frequency to quarterly or annual cycles?
As an estate planning attorney in San Diego, I frequently encounter clients who wish to control not just *what* their …
Can a Special Needs Trust Pay for Clothing?
The question of whether a special needs trust (SNT) can pay for clothing is a common one for families caring …
Can a special needs trust pay for art supplies for therapeutic use?
The question of whether a special needs trust (SNT) can cover the cost of art supplies for therapeutic purposes is …
Can a Special Needs Trust Pay for Accessible Cooking Appliances?
The question of whether a special needs trust (SNT) can cover the cost of accessible cooking appliances is a common …
Can a special needs trust own business interests?
The question of whether a special needs trust (SNT) can own business interests is complex, but generally, the answer is …
Can a special needs trust offer co-living stipends for shared accessibility services?
The question of whether a special needs trust (SNT) can offer co-living stipends for shared accessibility services is becoming increasingly …
Can a special needs trust include rules for community service engagement?
The question of whether a special needs trust can incorporate rules for community service engagement is increasingly relevant as we …
Can a special needs trust include mentorship program participation fees?
The question of whether a special needs trust can cover mentorship program participation fees is a common one, particularly for …