Can I restrict trust-funded education to accredited institutions only?
The question of whether you can restrict trust-funded education to accredited institutions only is a common one for parents and …
Can a special needs trust cover daily transportation expenses?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a frequent question arises regarding …
Can a trust fund subscriptions to therapy-based mobile apps?
The question of whether a trust fund can cover subscriptions to therapy-based mobile apps is increasingly relevant in our digitally …
Can I add a clause requiring transparency from the trustee in all transactions?
Navigating the world of trusts requires careful consideration, and a frequent concern among Grantors – those who create the trust …
Can I require quarterly audits from an independent firm?
As an estate planning attorney in San Diego, I frequently encounter clients seeking ways to ensure the proper management and …
Can an irrevocable trust pay for health insurance premiums?
The question of whether an irrevocable trust can pay for health insurance premiums is a common one, particularly as individuals …
Can an irrevocable trust deduct expenses?
The question of whether an irrevocable trust can deduct expenses is a common one for trustees and beneficiaries, and the …
Can a trustee set up sub-trusts within the main trust?
The question of whether a trustee can establish sub-trusts within a main trust is a common one in estate planning, …
Can a trustee challenge a beneficiary’s eligibility?
The question of whether a trustee can challenge a beneficiary’s eligibility is a complex one, deeply rooted in the terms …
Can a trustee be removed by court order without beneficiary action?
The question of whether a court can remove a trustee without direct action from the beneficiaries is complex, hinging heavily …