Can a special needs trust cover ergonomic seating evaluations?
Navigating the financial aspects of caring for a loved one with special needs often involves complex questions about permissible expenses …
Point Loma Estate Planning Law
Can a CRT operate with separate investment and administrative trustees?
Certainly, a Charitable Remainder Trust (CRT) can, and often does, operate with separate investment and administrative trustees, a structure that …
Can the trust distribute income as a percentage of the value of assets?
Absolutely, a trust *can* be structured to distribute income as a percentage of the value of its assets, though it’s …
Can I set dynamic access to trust funds based on national inflation rates?
The question of dynamically adjusting trust fund distributions to reflect national inflation rates is a very pertinent one for many …
How does a special needs trust interact with ABLE accounts?
The interplay between Special Needs Trusts (SNTs) and ABLE (Achieving a Better Life Experience) accounts is a relatively new, yet …
Can a special needs trust include funding for collaborative family care meetings?
The question of whether a special needs trust can include funding for collaborative family care meetings is a frequently asked …
Can a special needs trust include cost-of-living adjustments for disbursements?
The question of whether a special needs trust (SNT) can include cost-of-living adjustments (COLAs) for disbursements is a crucial one …
Can a special needs trust include a trustee succession protocol with backup candidates?
The question of trustee succession within a special needs trust (SNT) is paramount, as the longevity of the trust often …
Can a special needs trust include a recurring caregiver skill enhancement bonus?
The question of whether a special needs trust (SNT) can include a recurring caregiver skill enhancement bonus is a complex …
Can a special needs trust hold membership in a co-op or HOA?
The question of whether a special needs trust (SNT) can hold membership in a cooperative (co-op) or homeowners association (HOA) …