Can a special needs trust include contingency funds for therapy transitions?
Absolutely, a special needs trust can, and often *should*, include contingency funds specifically earmarked for therapy transitions, as these transitions …
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Can I use a testamentary trust to preserve certain family traditions?
Yes, a testamentary trust can absolutely be a powerful tool to not only distribute assets but also to actively preserve …
What happens if a testamentary trust is not fully funded?
A testamentary trust, created within a will, offers a powerful tool for managing and distributing assets after someone’s passing, but …
Can a bypass trust include an inflation-adjustment clause for distributions?
The question of whether a bypass trust – also known as a credit shelter trust – can include an inflation-adjustment …
Can I exclude individuals based on relationship status?
The question of whether you can exclude individuals from your estate plan based on their relationship status is a surprisingly …
How is a special needs trust terminated?
A special needs trust (SNT), designed to provide for a person with disabilities without jeopardizing their public benefits, isn’t a …
Can a trust hold inventory?
Yes, a trust can absolutely hold inventory, though the specifics depend on the type of trust and its terms, as …
Do beneficiaries pay taxes on distributions from the trust?
The question of whether beneficiaries pay taxes on distributions from a trust is a common one, and the answer, predictably, …
Can the trust create a reserve to cover trust litigation costs?
Trust litigation, while hopefully avoidable, is a reality that estate planning attorneys like Ted Cook in San Diego prepare clients …
How do I escalate a situation involving mismanagement of an estate near me?
The phone slipped from my trembling fingers, clattering onto the hardwood floor. My Uncle George’s will was being contested, and …