Can a special needs trust pay for biometric medication tracking tools?
Navigating the financial landscape for a loved one with special needs requires meticulous planning, and a crucial component of that …
Escondido Estate Planning
How do I prove the trust’s validity to banks or institutions?
Establishing the validity of a trust to financial institutions can seem daunting, but it’s a critical step in managing assets …
Can a testamentary trust mandate support for bilingual education?
Testamentary trusts, created through a will and taking effect after death, offer a remarkable degree of control over how assets …
Can I build succession planning triggers into the trust?
Succession planning within a trust is a powerful tool for ensuring a smooth transition of assets and responsibilities, and it’s …
Can I dictate succession rules for family heirlooms separately from financial assets?
Yes, you absolutely can and often should dictate succession rules for family heirlooms separately from your financial assets, and this …