Do I need to give a copy of the trust to my trustee?
Establishing a trust is a significant step in estate planning, and ensuring your trustee has the necessary documentation is paramount …
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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 a complex …
Can a special needs trust provide audiobook subscriptions?
Special needs trusts, also known as supplemental needs trusts, are powerful tools designed to enhance the quality of life for …
Should I share the trust terms with the beneficiaries?
Transparency regarding trust terms is a frequent question for trustees and settlors, and the answer isn’t always straightforward; California law …
What is a bypass trust?
A bypass trust, also known as a credit shelter trust or an AB trust, is an estate planning tool designed …
Can I coordinate my estate plan with my insurance policies?
Absolutely, coordinating your estate plan with your insurance policies is not just advisable, it’s often essential for a truly comprehensive …
Can I limit or ban social media usage for trustees?
The question of limiting or banning social media usage for trustees is increasingly relevant in today’s digital age, as the …
Do I need to update my trust if I move states?
Moving states can significantly impact the validity and effectiveness of your existing trust, and the answer is often, yes, you …
Can I include trust distribution conditions related to global events?
The question of whether a trust can include distribution conditions tied to global events is increasingly relevant in our interconnected …
Can I transfer my mortgage through my estate?
The question of whether a mortgage can be transferred through an estate is complex, and the answer isn’t a simple …