Can a special needs trust subsidize home gardening tools for therapy?
Special needs trusts are powerful tools designed to enhance the quality of life for individuals with disabilities without jeopardizing their …
Wildomar Estate Planning
Can I use a testamentary trust to address addiction concerns?
Testamentary trusts offer a powerful, yet often overlooked, tool for estate planning, particularly when concerns about a beneficiary’s ability to …
Can I offer interest-free loans instead of outright gifts?
The idea of offering interest-free loans to family members instead of outright gifts is a common one, particularly as estate …
Can I require the trustee to use a specific investment firm?
The question of whether you can dictate which investment firm a trustee uses is a common one for those establishing …
Can I set milestone bonuses for first-time homeownership?
The question of incorporating milestone bonuses into first-time homeownership plans, especially within the context of estate planning, isn’t about legal …