How often should I review my irrevocable trust?
Irrevocable trusts, while offering significant benefits in estate planning, aren’t “set it and forget it” tools; regular review is crucial …
Point Loma Estate Planning Law
What level of privacy does a trust provide compared to probate?
Probate, the legal process of validating a will and distributing assets, is a very public record in California. Anyone can …
Can I require recurring background checks for trustees?
The question of whether to require recurring background checks for trustees is becoming increasingly important as the complexities of estate …
Can the bypass trust allow for trustee removal by beneficiaries?
The question of whether a bypass trust—also known as a credit shelter trust—allows for trustee removal by beneficiaries is complex …
Can a special needs trust provide for household appliance upgrades?
A special needs trust (SNT), also known as a supplemental needs trust, is a powerful tool designed to provide for …
Can a special needs trust subsidize broadband for telehealth usage?
The question of whether a special needs trust (SNT) can subsidize broadband for telehealth usage is increasingly relevant as digital …
Can a special needs trust sponsor subscription-based occupational therapy tools?
The question of whether a Special Needs Trust (SNT) can sponsor subscription-based occupational therapy (OT) tools is a common one, …
Can a special needs trust serve multiple beneficiaries at once?
The question of whether a special needs trust (SNT) can accommodate multiple beneficiaries is a common one, particularly for families …
Can a special needs trust provide software for scheduling rotating caregivers?
The question of whether a special needs trust (SNT) can fund caregiver scheduling software is a common one for families …
Can a special needs trust provide funds for family mediation services?
The question of whether a special needs trust (SNT) can fund family mediation services is a nuanced one, heavily dependent …