Can a special needs trust pay for housing?
Yes, a special needs trust (SNT) can absolutely pay for housing, but the rules are nuanced and require careful planning …
Escondido Estate Planning
Can I set an annual cap on administrative costs within the trust?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s natural to wonder about the ongoing …
Can I prohibit funding for non-essential cosmetic procedures?
The question of whether you can prohibit funding for non-essential cosmetic procedures within a trust, or as part of your …
Can the trust support enrollment in a mentoring program?
Establishing a trust is often seen as a purely financial endeavor, focused on asset protection and distribution after one’s passing, …
Can I coordinate my bypass trust with other heirs’ trusts for long-term strategy?
The coordination of a bypass trust – also known as a credit shelter trust or an AB trust – with …