Can the trust help fund online therapy groups moderated by clinicians?
Absolutely, a trust can be strategically utilized to fund online therapy groups moderated by clinicians, offering a powerful avenue for …
Point Loma Estate Planning Law
Can I require use of a specific CPA for trust taxes?
Navigating the complexities of trust administration often leads to questions about who handles the crucial task of tax preparation, and …
Can a testamentary trust be used to delay estate settlement?
Testamentary trusts, created within a will, offer a powerful tool for estate planning, and yes, they *can* inherently introduce a …
Can the trust fund training in communication for nonverbal individuals?
The question of whether a trust fund can facilitate communication training for nonverbal individuals is a surprisingly nuanced one, extending …
Can the trust limit distributions to beneficiaries living in certain states?
Trusts are incredibly versatile estate planning tools, and the question of whether they can limit distributions to beneficiaries based on …
Can I require annual summaries of how the trust improved quality of life?
The notion of quantifying “quality of life” improvements stemming from a trust is a fascinating, and increasingly popular, consideration for …
Can I require annual meetings between trustees and beneficiaries?
The question of whether you can *require* annual meetings between trustees and beneficiaries is nuanced and largely depends on the …
Can I require an heir to take estate administration training?
The question of whether you can *require* an heir to undertake estate administration training is complex and largely depends on …
Can I require all estate professionals to complete DEI training?
The question of mandating Diversity, Equity, and Inclusion (DEI) training for estate professionals – encompassing trust attorneys, financial advisors, and …
Can I require a trustee succession plan within the trust document?
The question of incorporating a trustee succession plan within a trust document is not merely advisable—it’s becoming increasingly critical in …