Can the trust cover accessible tourism costs for educational trips?
The question of whether a trust can cover accessible tourism costs for educational trips is multifaceted, hinging on the specific …
Wildomar 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 major withdrawals from a trust is complex, …
Can a special needs trust include media subscriptions that improve cognitive function?
Absolutely, a special needs trust can, and often should, include provisions for items that enhance a beneficiary’s quality of life, …
Can I use estate planning to formalize informal lending among family members?
The practice of lending money within families is surprisingly common, often born from a desire to help a loved one …
Can I tie distribution increases to verified charitable contributions?
Yes, it is absolutely possible, and often a very beneficial strategy, to structure a trust to increase distributions based on …