Can a special needs trust subsidize home gardening tools for therapy?
Absolutely, a special needs trust can, under certain circumstances, subsidize home gardening tools for therapy, but it’s not always straightforward …
Escondido Estate Planning
Can I use a testamentary trust to address addiction concerns?
A testamentary trust, established through a will and taking effect after death, can indeed be a powerful tool to address …
Can a bypass trust include charitable beneficiaries?
The question of whether a bypass trust—also known as a credit shelter trust or a family trust—can include charitable beneficiaries …
Can I require the trustee to use a specific investment firm?
As the grantor of a trust, you certainly have preferences regarding how your assets are managed, and the question of …
Can I set milestone bonuses for first-time homeownership?
The question of incentivizing first-time homeownership with milestone bonuses is increasingly popular, especially as housing affordability remains a significant challenge. …