Can the trust cover accessible tourism costs for educational trips?
Navigating the financial aspects of educational travel, especially when accessibility needs are involved, requires careful planning and a thorough understanding …
Escondido Estate Planning
Can I require beneficiaries to obtain legal counsel before major withdrawals?
The question of whether you can *require* beneficiaries to obtain legal counsel before making significant withdrawals from a trust is …
Can a special needs trust include media subscriptions that improve cognitive function?
Absolutely, a special needs trust can, and often should, thoughtfully include provisions for expenses that enhance the beneficiary’s quality of …
Can I use estate planning to formalize informal lending among family members?
The practice of lending money within families is surprisingly common, often occurring without formal agreements or documentation—a handshake and a …
Can I require a licensed fiduciary to manage distributions?
The question of whether you can require a licensed fiduciary to manage distributions from a trust is a crucial one …