Can I assign family members specific roles in charitable efforts funded by my estate?
The question of directing how charitable funds are distributed from your estate, and specifically assigning roles to family members in …
Point Loma Estate Planning Law
Can I require startup proposals before unlocking business-related inheritance?
The question of conditioning an inheritance on the submission and approval of a business proposal is a fascinating, and increasingly …
Can a trust automatically adjust for inflation in distributions?
The question of whether a trust can automatically adjust for inflation in distributions is crucial for maintaining the real value …
Should I notify my trustee in advance?
As an estate planning attorney in San Diego, I frequently encounter clients pondering the best approach when facing potential incapacity …
What are the typical fees associated with maintaining a special needs trust?
Maintaining a special needs trust (SNT) involves ongoing administrative costs that can vary significantly depending on the trust’s complexity, the …
Can the trust support hiring of a housing advocate?
The question of whether a trust can support the hiring of a housing advocate is surprisingly common, especially in San …
Can the trust support entrepreneurial efforts with approval?
The question of whether a trust can support entrepreneurial efforts is a common one for Ted Cook, a Trust Attorney …
Can the trust support curated learning environments for specific challenges?
The question of whether a trust can support curated learning environments for specific challenges, particularly those involving individuals with unique …
Can the trust support beneficiaries with disabilities who are not on government assistance?
Establishing a trust for a beneficiary with a disability, regardless of their current reliance on government assistance, is a powerful …
Can the trust subsidize transition planning for post-secondary programs?
The question of whether a trust can subsidize transition planning for post-secondary programs is a common one, particularly for families …