Can the trust support financing of an electric wheelchair upgrade?
Navigating the financial aspects of healthcare needs, particularly for durable medical equipment like an electric wheelchair upgrade, often leads individuals …
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Can a bypass trust own out-of-state property?
Yes, a bypass trust, also known as a credit shelter trust or a family trust, can absolutely own out-of-state property, …
Can I create a charitable foundation through estate planning?
Absolutely, integrating charitable giving into your estate plan is a powerful way to leave a lasting legacy and support the …
Can a testamentary trust manage community property differently than separate property?
Yes, a testamentary trust, created through a will, can and often *does* manage community property and separate property differently, a …
Can a bypass trust receive assets via disclaimer by the surviving spouse?
The question of whether a bypass trust can receive assets via disclaimer by the surviving spouse is a complex one, …
What’s the difference between a testamentary trust and an inter vivos trust?
The core distinction between a testamentary trust and an inter vivos trust lies in *when* they are created—one through a …
Can I require annual beneficiary letters to the family?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their wishes are clearly communicated …
Can a special needs trust help pay for assistive listening devices?
Navigating the financial landscape for individuals with special needs requires careful planning, and a key component of that planning often …
Can I create a spendthrift trust to protect irresponsible heirs?
The question of shielding assets from beneficiaries who may not manage them wisely is a common concern for estate planning …
How do I correct an error involving a trust attorney?
The phone slipped from my hand, clattering against the hardwood floor. My stomach churned as I reread the email for …