Can a special needs trust support the beneficiary’s job training or career goals?
Absolutely, a well-structured special needs trust can – and often should – be a powerful tool to support a beneficiary’s …
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Can I require annual sustainability reports from the trustee?
As beneficiaries increasingly prioritize values beyond purely financial returns, the question of incorporating Environmental, Social, and Governance (ESG) factors into …
Can a special needs trust support video production for public awareness?
Absolutely, a special needs trust *can* support video production for public awareness, but it requires careful consideration and adherence to …
Can I set performance goals for the trustee?
Establishing clear expectations for a trustee’s performance is a critical, yet often overlooked, aspect of trust administration, and while not …
Can a trust own co-op property?
The question of whether a trust can own co-op property is complex, differing significantly from the straightforward ownership of traditional …
Can a special needs trust subsidize a meditation instructor?
The question of whether a special needs trust can subsidize a meditation instructor is surprisingly complex, hinging on the specific …
Can I require beneficiaries to meet performance goals?
The question of whether you can require beneficiaries to meet performance goals—linking inheritance to achievements—is a surprisingly common one, and …
Can a special needs trust fund virtual fitness coaching services?
The question of whether a special needs trust (SNT) can pay for virtual fitness coaching services is a nuanced one, …
Can a trustee force property sales to pay taxes?
As an estate planning attorney in San Diego, I frequently encounter questions about the powers and limitations of a trustee, …
What indicators suggest a high-quality estate planning attorney near by?
The musty smell of old books hung in the air as I sifted through my grandfather’s belongings. A lifetime condensed …