Can a special needs trust help support a health data integration system?
The question of whether a special needs trust (SNT) can fund a health data integration system is multifaceted, hinging on …
Point Loma Estate Planning Law
Can a testamentary trust be used as part of an asset protection strategy?
Testamentary trusts, springing into existence upon the death of an individual through their will, are often considered for estate planning …
Can a CRT use offshore investments legally?
Community Revocable Trusts (CRTs) are powerful estate planning tools, but their use with offshore investments requires careful navigation of complex …
Can I create a plan for the reallocation of unused trust funds?
Trusts are powerful tools for managing and distributing assets, but what happens when funds remain unused within a trust after …
Can I direct the trust to provide companionship or social supports?
The question of whether a trust can direct provisions for companionship or social support is increasingly relevant in estate planning, …
Can I reward entrepreneurial activity through trust incentives?
The question of incentivizing entrepreneurial spirit within a trust framework is increasingly relevant as wealth planning evolves beyond simple asset …
Can I restrict use of trust funds for online gambling platforms?
The question of restricting the use of trust funds for online gambling platforms is increasingly relevant as digital accessibility grows. …
Can I restrict trustee actions to ESG-compliant funds only?
The question of whether you can restrict trustee actions to Environmental, Social, and Governance (ESG)-compliant funds only is increasingly common, …
Can I restrict trust income if a beneficiary incurs felony charges?
The question of whether you can restrict trust income to a beneficiary facing felony charges is a complex one, heavily …
Can I restrict the sale of specific assets without trustee approval?
The question of restricting the sale of specific assets within a trust without trustee approval is complex, hinging heavily on …