Can a special needs trust pay for dual-language therapy materials?
Navigating the complexities of special needs trusts requires careful consideration of permissible expenses, and the question of whether these trusts …
Can a bypass trust be funded through a post-nuptial agreement?
The question of whether a bypass trust can be funded through a post-nuptial agreement is complex, requiring careful consideration of …
Can the CRT’s assets be held in trust with another financial institution?
Charitable Remainder Trusts (CRTs) offer a powerful way to achieve both charitable giving goals and potential tax benefits, but understanding …
Can I require co-signatures for asset transfers from trust-owned accounts?
As an estate planning attorney in Wildomar, I frequently encounter questions about the control and security of assets held within …
Can a special needs trust have multiple trustees?
Yes, a special needs trust can absolutely have multiple trustees, and in many cases, it’s a highly recommended practice. This …
Can I structure the trust to offer a beneficiary stipend for public service?
Absolutely, a trust can be meticulously structured to incentivize and financially support a beneficiary’s dedication to public service, creating a …
Can I incorporate flexible trust provisions for future tax law changes?
The question of building adaptability into estate plans, specifically trusts, to account for evolving tax laws is a critical one …
Can I use the trust to subsidize long-term family housing plans?
The question of utilizing a trust to fund long-term family housing is a common one, and the answer, as with …
Can I receive variable income from a CRT based on market returns?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools designed to provide income to beneficiaries while also benefiting a chosen …
What can I do on my own to fix an issue before calling a trust attorney?
The late afternoon sun cast long shadows across the cluttered desk as Emily frantically sifted through piles of paperwork. Her …