Can the trust limit access to certain classes of assets?
The question of whether a trust can limit access to certain classes of assets is a central one in estate …
Point Loma Estate Planning Law
Can the trust include stipends for elder family members providing caregiving?
The question of whether a trust can include stipends for elder family members providing caregiving is increasingly relevant in today’s …
Can the trust include legal support for housing discrimination cases?
The question of whether a trust can include legal support for housing discrimination cases is a complex one, but the …
Can the trust include funds for parenting support if the beneficiary has children?
Absolutely, a trust can, and often *should*, include provisions for parenting support if the beneficiary has or may have children …
Can the trust include co-decision-making clauses with mental health professionals?
The question of integrating co-decision-making clauses involving mental health professionals into a trust is increasingly relevant, particularly as we see …
Can the trust include an annual stewardship retreat for trustees and beneficiaries?
The concept of incorporating an annual stewardship retreat into a trust document, while unconventional, is absolutely permissible and increasingly popular, …