Can a special needs trust include protections against financial predators?
Establishing a special needs trust (SNT) is a crucial step for families seeking to provide long-term care for a loved …
Escondido Estate Planning
Can I include personal values or ethics in trust terms?
The question of whether personal values or ethics can be included in trust terms is increasingly common, and the answer …
Can I include a data usage allowance in trust disbursements?
The question of whether a trust can include disbursements for data usage, like cell phone or internet access, is increasingly …
Can a bypass trust be funded solely with personal savings?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …
Can I create a requirement for beneficiaries to mentor the next generation?
Absolutely, incorporating a mentorship requirement for beneficiaries within a trust or estate plan is a creative and increasingly popular way …