Can I include ethical standards clauses for trust recipients?
The question of whether to include ethical standards clauses for trust recipients is increasingly common as grantors seek to align …
Point Loma Estate Planning Law
How is a trust administered after death?
The administration of a trust after the death of the grantor, or the person who created the trust, is a …
Can a testamentary trust own precious metals or collectibles?
Yes, a testamentary trust can absolutely own precious metals or collectibles, though there are important considerations for doing so effectively …
Can others contribute to an already existing special needs trust?
Yes, absolutely others can contribute to an already existing special needs trust, and it’s a surprisingly common practice. This flexibility …
Can a special needs trust fund telehealth copays not covered by insurance?
The question of whether a special needs trust (SNT) can cover telehealth copays not covered by insurance is complex, hinging …
Can I require mandatory health screenings for access to benefits?
The question of whether one can require mandatory health screenings for access to benefits is complex, particularly when viewed through …
Can I require investment alignment with UN Sustainable Development Goals?
The question of aligning investments with the UN Sustainable Development Goals (SDGs) is increasingly relevant for trust creators, particularly those …
Can I require impact reports from beneficiaries of legacy gifts?
The question of requiring impact reports from beneficiaries of legacy gifts is a growing concern for philanthropists and estate planners, …
Can I require financial planning approval before large distributions?
The question of whether you can require financial planning approval before large distributions from a trust is a common and …
Can I require family retreats with certified facilitators?
The question of mandating family retreats, even those led by certified facilitators, within the framework of a trust is complex, …