Absolutely, a trust *can* invest in community-driven capital projects that support heirs’ neighborhoods, but it requires careful consideration and drafting …
As an estate planning attorney in San Diego, I frequently encounter clients who wish to exert control beyond their lifetimes, …
Absolutely, a special needs trust can, and often should, support financial coaching for the beneficiary’s future planning, ensuring responsible management …
The question of whether a special needs trust (SNT) can fund purchases like smartwatches with health apps is increasingly common …
The extent to which a beneficiary can be involved in decision-making regarding a trust or estate plan is a nuanced …
The question of whether a testamentary trust can function as a robust, long-term financial safety net is a critical one …
Testamentary trusts, established through a will and taking effect after death, are powerful tools for managing and distributing assets. A …
The question of whether a testamentary trust can reimburse for health insurance premiums is a common one, particularly for individuals …
The question of whether a testamentary trust can provide for a spouse is a common one for Ted Cook, a …
The question of protecting assets from the potential claims of a future spouse is a common concern for individuals establishing …