Can a special needs trust be used for someone with a degenerative condition?
Absolutely, a special needs trust can be a crucial tool for individuals with degenerative conditions, offering financial security and maintaining …
Point Loma Estate Planning Law
Can a special needs trust cover digital security consultations?
The question of whether a special needs trust (SNT) can cover digital security consultations is increasingly relevant in today’s digital …
Can a special needs trust help with credit monitoring services?
Navigating the financial landscape for a loved one with special needs requires meticulous planning, and often extends beyond simply providing …
Can I create a charitable lead testamentary trust?
A charitable lead testamentary trust (CLTT) is a sophisticated estate planning tool that allows you to benefit a charity of …
Can a special needs trust help fund wearable emergency alert jewelry?
A special needs trust, also known as a Supplemental Needs Trust, is a powerful tool designed to provide for individuals …
Can I add insurance policy requirements for trust assets?
The question of whether you can, and should, add insurance policy requirements for trust assets is a common one for …
Can I add asset classes in the trust through scheduled amendments?
The flexibility of a trust, particularly a revocable living trust, is often a key selling point for clients seeking estate …
Can I add a clause to skip a generation if needed?
The question of whether a trust can be structured to “skip a generation” – meaning assets pass directly to grandchildren …
Can I add a beneficiary mid-term if my family circumstances change?
The question of amending a trust to add a beneficiary after its creation is a common one for Ted Cook, …
Can estate planning reduce my family’s tax burden?
Estate planning is often perceived as simply preparing for the inevitable, but its strategic implementation can significantly minimize the tax …