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Can the trust invest in community-driven capital projects that support heirs’ neighborhoods?

June 1, 2025 by admin

Absolutely, a trust *can* invest in community-driven capital projects that support heirs’ neighborhoods, but it requires careful consideration and drafting …

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Can I restrict use of funds for private jets or luxury expenses?

June 1, 2025 by admin

As an estate planning attorney in San Diego, I frequently encounter clients who wish to exert control beyond their lifetimes, …

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Can a special needs trust support financial coaching for future planning?

June 1, 2025 by admin

Absolutely, a special needs trust can, and often should, support financial coaching for the beneficiary’s future planning, ensuring responsible management …

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Can a special needs trust support purchase of smartwatches with health apps?

June 1, 2025 by admin

The question of whether a special needs trust (SNT) can fund purchases like smartwatches with health apps is increasingly common …

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Can the beneficiary be involved in decision-making?

June 1, 2025 by admin

The extent to which a beneficiary can be involved in decision-making regarding a trust or estate plan is a nuanced …

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Can a Trust Finance Family Business Ventures?

May 10, 2025 by admin

The question of whether a trust can finance family business ventures is a common one for estate planning attorneys like …

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Can a trust distribute non-financial assets like heirlooms?

May 10, 2025 by admin

The question of whether a trust can distribute non-financial assets, such as heirlooms, artwork, or collectibles, is a common one …

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Can a trust designate control of my social media accounts?

May 10, 2025 by admin

The question of whether a trust can designate control of your social media accounts is becoming increasingly relevant in our …

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Can a trust create a board for governance?

May 10, 2025 by admin

The question of whether a trust can establish a board for governance is a common one, particularly for larger, more …

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Can a trust contain clauses about supporting elder family members’ housing?

May 10, 2025 by admin

The question of whether a trust can contain clauses about supporting elder family members’ housing is a resounding yes, and …

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