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, but generally, …
Wildomar Estate Planning
Can I condition funds on passing a financial competency course?
The question of whether you can condition funds on passing a financial competency course is increasingly relevant, particularly as estate …
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 a complex one, deeply rooted …
Can I use a revocable trust to consolidate estate planning?
The question of whether a revocable trust can consolidate estate planning is a common one, and the answer is a …
Can I require the trustee to invest only in low-risk portfolios?
The question of dictating investment strategy to a trustee is a common one, and the answer, as with many legal …