Can a special needs trust pay for identity theft protection services?
The question of whether a special needs trust (SNT) can cover the cost of identity theft protection services is a …
Escondido Estate Planning
Can I delay distributions from the bypass trust until a specific age?
The question of delaying distributions from a bypass trust, also known as a credit shelter trust or an A-B trust, …
Can I fund a sabbatical or retreat through a trust?
Yes, absolutely, a trust can be a powerful tool to fund a sabbatical or retreat, allowing for planned personal growth …
Can I add accountability milestones for the trustee in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I serve as trustee of my spouse’s bypass trust?
The question of whether you can serve as trustee of your spouse’s bypass trust, also known as a credit shelter …