Can a special needs trust cover the cost of certification in a hobby-related skill?
The question of whether a special needs trust (SNT) can cover the cost of certification in a hobby-related skill is …
Can I assign a family ombudsman to mediate internal trust disputes?
The idea of appointing a family ombudsman to navigate the often-turbulent waters of trust disputes seems appealing—a neutral party to …
Can I link a portion of trust distributions to ESG benchmarks?
The question of linking trust distributions to Environmental, Social, and Governance (ESG) benchmarks is gaining traction as beneficiaries increasingly desire …
Does a revocable trust protect against Medicaid estate recovery?
The question of whether a revocable trust shields assets from Medicaid estate recovery is complex and heavily dependent on state-specific …
Can a bypass trust create a microloan program for family business ventures?
A bypass trust, also known as a Section 6168 trust, is a sophisticated estate planning tool designed to shield assets …
Can I offer financial match programs for philanthropic initiatives?
Philanthropic endeavors are at the heart of many San Diegans’ desires to leave a lasting legacy, and increasingly, individuals and …
Can a bypass trust be amended or revoked?
A bypass trust, also known as a credit shelter trust or an AB trust, is a powerful estate planning tool …
Can the trust require cultural competency training for trustees?
The modern estate planning landscape increasingly recognizes the importance of cultural sensitivity and understanding, and yes, a trust *can* absolutely …
How does a testamentary trust compare to joint tenancy?
Testamentary trusts and joint tenancy are both estate planning tools used to transfer assets, but they operate very differently and …
Who has jurisdiction over issues involving wills and trusts near me?
The phone slipped from Sarah’s trembling hand, clattering against the hardwood floor. Tears welled up in her eyes, blurring the …