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Can a testamentary trust include a special needs provision?

June 6, 2025 by admin

Yes, a testamentary trust can absolutely include a special needs provision, and in many cases, it’s a crucial element for …

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Can a special needs trust fund work-from-home equipment?

June 6, 2025 by admin

The question of whether a special needs trust (SNT) can cover work-from-home equipment is a complex one, heavily dependent on …

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Can a bypass trust be funded through a pour-over will?

June 6, 2025 by admin

The short answer is yes, a bypass trust, also known as a credit shelter trust or an A-B trust (though …

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Can I disinherit a family member through estate planning?

June 6, 2025 by admin

The question of whether you can disinherit a family member is a common one for those considering estate planning, and …

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Can I prohibit funding from being used toward private jets or luxury goods?

June 6, 2025 by admin

As an estate planning attorney in San Diego, I often encounter clients who wish to exert control over how their …

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Can I prohibit beneficiaries from selling inherited property?

June 6, 2025 by admin

As an estate planning attorney in San Diego, I often receive questions from clients concerned about preserving family legacies, and …

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Can a bypass trust include financial literacy requirements before disbursement?

June 6, 2025 by admin

The concept of a bypass trust, also known as a credit shelter trust, is a cornerstone of estate planning, designed …

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Can a special needs trust assist with social integration programs?

June 6, 2025 by admin

Navigating the world with special needs often requires more than just financial security; it necessitates access to programs that foster …

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Can the trust cover the cost of medical alert systems?

June 6, 2025 by admin

As we navigate the complexities of aging and healthcare, many families are seeking ways to ensure their loved ones’ safety …

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How do I manage a breakdown in family asset distribution?

June 6, 2025 by admin

My phone buzzed relentlessly on the nightstand, jolting me awake. It was Aunt Clara again. Her voice quivered with indignation …

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