Does a revocable trust protect against Medicaid estate recovery?
The question of whether a revocable trust shields assets from Medicaid estate recovery is complex and depends heavily on state-specific …
Point Loma Estate Planning Law
Can a person with a mental illness be a beneficiary of a special needs trust?
Yes, a person with a mental illness can absolutely be a beneficiary of a special needs trust, and in many …
How does an irrevocable trust affect my eligibility for financial aid?
Navigating the financial aid landscape can be complex, and the inclusion of an irrevocable trust adds another layer of consideration …
What are the tax filing requirements for a revocable trust?
A revocable trust, also known as a living trust, is a popular estate planning tool allowing individuals to maintain control …
Can I establish a bypass trust using proceeds from a structured settlement?
The question of utilizing proceeds from a structured settlement to fund a bypass trust – also known as a disclaimer …
Can I require transparency clauses for future beneficiaries?
The question of requiring transparency from future beneficiaries of a trust is a common one for Ted Cook, a trust …
Can I require the trustee to report to a board of advisors?
The question of whether you can require a trustee to report to a board of advisors is a common one …
Can I require the trustee to invest only in low-risk portfolios?
The question of dictating investment strategy to a trustee, particularly limiting it to low-risk portfolios, is a common one for …
Can I require the trustee to consult with the beneficiary’s care team?
The question of whether you can require a trustee to consult with a beneficiary’s care team is a frequent one, …
Can I require the trust to publish an environmental audit every five years?
The question of mandating regular environmental audits within a trust, specifically every five years, is a fascinating one, often arising …