Can a special needs trust cover digital security consultations?
Navigating the complexities of providing for a loved one with special needs requires careful planning, and that planning now extends …
Escondido Estate Planning
Can I require professional management of certain estate assets?
Yes, you absolutely can, and often it’s a very prudent decision, especially when dealing with complex assets or if you …
Can the trust require that heirs engage in mentorship programs before disbursement?
Absolutely, a trust can absolutely require heirs to engage in mentorship programs, or fulfill other specific conditions, before receiving their …
Can a special needs trust help fund wearable emergency alert jewelry?
The question of whether a special needs trust (SNT) can fund wearable emergency alert jewelry is a common one for …
Can a bypass trust be designed to promote gender parity among heirs?
A bypass trust, also known as a “B” trust or a credit shelter trust, is a powerful estate planning tool …