Can a special needs trust include a yearly retreat planning stipend?
Absolutely, a special needs trust can, and often *should*, include a yearly retreat planning stipend, allowing beneficiaries to experience enriching …
Point Loma Estate Planning Law
Can a special needs trust pay for housing?
Yes, a special needs trust can indeed pay for housing, but it’s a nuanced topic with specific rules and limitations …
Can I assign a chief education officer for the trust?
The question of assigning a “chief education officer” for a trust, while not a standard legal role, speaks to a …
Can an executor and trustee be the same person? Yes, it is entirely possible, and often practical, for one individual to serve as both the executor of a will and the trustee of a trust, however, it’s a complex role with significant responsibilities that requires careful consideration and understanding of fiduciary duties.
What are the Key Differences Between an Executor and a Trustee? The executor and trustee roles, while both fiduciaries, operate …
Can an irrevocable trust pay for health insurance premiums?
Yes, an irrevocable trust *can* pay for health insurance premiums, but it’s a surprisingly complex area with significant rules and …
Can I assign default successors to trustee roles based on impact evaluations?
The question of assigning default successors to trustee roles based on impact evaluations is a multifaceted one, particularly within the …
Can I assign an ombudsman role for beneficiary concerns?
The idea of appointing an ombudsman for beneficiary concerns within a trust is gaining traction, particularly as trusts become more …
Can I assign a professional mediator to resolve disputes?
The question of assigning a professional mediator to resolve disputes, particularly those arising within the context of a trust, is …
Can I assign a custodian to manage financial gifts to minors?
The question of managing financial gifts intended for minors is a common one, and the answer often involves establishing a …
Can I appoint someone to act as a family historian through the trust?
The idea of designating a family historian within a trust is gaining traction as people increasingly recognize the value of …