What is a trustee, and what do they do?
A trustee is a central figure in the world of trusts, acting as a fiduciary responsible for managing assets for …
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Can a bypass trust fund only post-secondary education?
A bypass trust, also known as a Section 529 plan, is a powerful estate planning tool designed to transfer assets …
Can a trust distribute rewards for meeting family milestones?
Yes, a trust can absolutely be structured to distribute rewards for meeting family milestones, offering a unique way to incentivize …
Can I delay distributions to adult children in a testamentary trust?
Yes, you absolutely can delay distributions to adult children in a testamentary trust, and often, strategically doing so is a …
Can I tie trust benefits to specific life milestones?
Establishing a trust is a powerful tool for managing and distributing assets, but many people don’t realize the level of …
Can I require a cost-benefit report before new disbursement categories are added?
As an estate planning attorney in San Diego, I frequently encounter clients who want to ensure their assets are distributed …
Can I prohibit smoking or substance use as a condition of benefits?
The question of whether you can prohibit smoking or substance use as a condition of receiving benefits from a trust …
Can the trust include reentry planning from an institution or hospital stay?
Absolutely, a well-crafted trust can, and often *should*, include provisions for reentry planning following an institutional stay, such as a …
Can I require a trustee assistant for beneficiaries with disabilities?
As an estate planning attorney in San Diego, I frequently encounter clients concerned about providing for loved ones with disabilities, …
How can I verify the credentials of an estate law expert?
My uncle Frank, a robust man who’d built his life on hard work and grit, always scoffed at the notion …