Can the trust provide housing assistance for a beneficiary with special needs?
Providing housing assistance for a beneficiary with special needs through a trust is a common and incredibly important consideration in …
Wildomar Estate Planning
Can a special needs trust help with credit monitoring services?
Navigating the financial landscape for a loved one with special needs presents unique challenges, and proactively safeguarding their financial future …
Can I create a charitable lead testamentary trust?
A charitable lead testamentary trust is a powerful estate planning tool that allows you to support your favorite charities while …
Can I establish a bypass trust to benefit my disabled sibling?
Establishing a bypass trust, also known as a special needs trust, is a powerful tool for providing for a disabled …
Can a bypass trust be designed to promote gender parity among heirs?
The question of whether a bypass trust can be designed to promote gender parity among heirs is increasingly relevant in …