Can a special needs trust pay for dual-language therapy materials?
A special needs trust (SNT) is a powerful tool designed to provide for the needs of individuals with disabilities without …
A special needs trust (SNT) is a powerful tool designed to provide for the needs of individuals with disabilities without …
Yes, a revocable trust absolutely can, and often should, own a checking account, and this is a foundational element of …
As an estate planning attorney in San Diego, I often encounter clients wanting to ensure their family remains connected and …
The question of whether you can cap trust distributions based on a beneficiary’s wealth is a surprisingly common one for …
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
The question of whether your heirs can contest your trust is a common concern for many individuals undertaking estate planning. …
The question of whether an estate plan can truly limit legal jurisdiction for disputes is a complex one, particularly within …
Estate planning is often viewed as a static process – create a plan, and it remains effective indefinitely. However, life …
The concept of incentive-based inheritance, often framed as a “beneficiary scoring system,” is gaining traction as a method to encourage …
The question of utilizing trust assets for family summits focused on wealth management is a common one, particularly among high-net-worth …