Can I designate cultural literacy tests as part of educational incentives?
The concept of integrating cultural literacy tests into educational incentive programs is a complex one, sparking debate about fairness, accessibility, …
Point Loma Estate Planning Law
Can the income recipient reside outside the U.S.?
As an estate planning attorney in San Diego, I’m frequently asked about the complexities of distributing assets to beneficiaries who …
What professional services should be involved in managing a testamentary trust?
A testamentary trust, established through a will and taking effect after death, requires a coordinated effort from several professionals to …
Is a testamentary trust part of a will?
Yes, a testamentary trust is created *within* a will, but it doesn’t actually come into existence until after the person …
Can a bypass trust support the relocation costs of a beneficiary?
The question of whether a bypass trust can support the relocation costs of a beneficiary is a nuanced one, deeply …
Can a special needs trust pay for accessible home locks and alarms?
The question of whether a special needs trust (SNT) can cover the costs of accessible home locks and alarms is …
Can a Special Needs Trust Own Life Insurance?
The question of whether a Special Needs Trust (SNT) can own life insurance is a common one for families planning …
Can a special needs trust offer funds for executive skill coaching?
Navigating the complexities of providing for a loved one with special needs requires careful planning, and a significant component of …
Can a special needs trust include tools for self-monitoring of trust goals?
The question of whether a special needs trust (SNT) can incorporate tools for self-monitoring of trust goals is increasingly relevant …
Can a special needs trust include quarterly beneficiary life reviews?
The question of incorporating quarterly beneficiary life reviews into a Special Needs Trust (SNT) is increasingly relevant as the complexities …