Can an irrevocable trust hold life insurance?
Yes, an irrevocable trust can absolutely hold life insurance policies, and often does so for significant estate planning benefits. This …
Escondido Estate Planning
Can I require beneficiaries to attend estate planning meetings?
The question of compelling beneficiaries to participate in estate planning meetings is a delicate one, fraught with legal and interpersonal …
Can I prohibit use of trust funds for political lobbying?
The question of whether you can prohibit the use of trust funds for political lobbying is a common one, and …
Can a special needs trust pay for caregiver CPR certification?
Navigating the financial aspects of caring for a loved one with special needs often presents unique challenges, and understanding what …
Can testamentary trusts pay performance bonuses to trustees?
Testamentary trusts, established through a will after someone’s passing, are powerful tools for managing and distributing assets according to the …