Can I fund the trust over time or only at death?
Establishing a trust is often seen as a complex undertaking, but many people are surprised to learn that funding—the transfer …
Escondido Estate Planning
Can I require beneficiaries to file annual taxes before accessing income?
The question of whether you can require beneficiaries to file annual taxes before accessing income from a trust is complex, …
Can a special needs trust include data subscriptions for GPS-based apps?
Absolutely, a special needs trust can, and often *should*, include provisions for data subscriptions powering GPS-based apps, but it requires …
How does a living trust impact Medicaid planning?
A living trust, while a powerful tool for estate planning, significantly impacts Medicaid planning, often requiring careful consideration and proactive …
Can I direct trust funding to family investment clubs?
Directing trust funding to family investment clubs presents a unique set of legal and practical considerations, demanding careful navigation to …