Can a special needs trust fund self-employment or gig economy expenses?
The question of whether a special needs trust (SNT) can fund self-employment or gig economy expenses is complex, demanding a …
Escondido Estate Planning
Can I condition funds on passing a financial competency course?
The idea of safeguarding an inheritance by requiring a beneficiary to demonstrate financial literacy before receiving funds is gaining traction, …
Can a bypass trust support emergency housing for displaced heirs?
The question of whether a bypass trust can support emergency housing for displaced heirs is complex, relying heavily on the …
Can I use a revocable trust to consolidate estate planning?
A revocable living trust is often the cornerstone of a comprehensive estate plan, offering a powerful way to consolidate assets …
Can I require the trustee to invest only in low-risk portfolios?
Absolutely, you can, and often should, specify investment preferences, including a focus on low-risk portfolios, when establishing a trust with …