Can I cap how much a trustee can earn from third-party referrals?
As an estate planning attorney in San Diego, I frequently encounter questions about the responsibilities and potential conflicts of interest …
Point Loma Estate Planning Law
Can I use a testamentary trust to support artistic or creative pursuits?
Testamentary trusts, established through a will and taking effect after death, offer a surprisingly versatile tool for nurturing artistic or …
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 …
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 include clauses for adaptive pet care services?
The question of whether a special needs trust (SNT) can include clauses for adaptive pet care services is increasingly relevant …
Can a special needs trust include a requirement for culturally competent care?
The question of whether a special needs trust can, and should, include a requirement for culturally competent care is gaining …
Can a special needs trust include a backup trustee alert system?
The question of incorporating a backup trustee alert system into a special needs trust (SNT) is increasingly relevant as these …
Can a special needs trust help with credit monitoring services?
The question of whether a special needs trust (SNT) can cover credit monitoring services is a nuanced one, deeply intertwined …
Can a special needs trust help pay for advocacy services?
Navigating the world with a loved one who has special needs often requires more than just basic care; it frequently …