Can a special needs trust pay for dual-language therapy materials?
Special needs trusts (SNTs) are powerful tools designed to provide for individuals with disabilities without disqualifying them from crucial government …
Can a bypass trust be funded through a post-nuptial agreement?
The question of whether a bypass trust can be funded through a post-nuptial agreement is complex, requiring careful consideration of …
Can I make beneficiaries apply for grants from the trust?
The concept of establishing a trust that distributes funds via a grant application process, rather than direct distribution, is gaining …
Can the trust be used to retain expert witnesses in legal matters involving the beneficiary?
The question of whether a trust can be used to retain expert witnesses in legal matters involving a beneficiary is …
Can a CRT be used to offset income spikes from selling rental property?
Charitable Remainder Trusts (CRTs) can be a sophisticated tool for high-income earners and those experiencing significant income events like the …
Can I restrict distributions to essential expenses only?
As an estate planning attorney in Wildomar, I often encounter clients wanting precise control over how their assets are distributed …
Do I need a certificate of trust to open bank accounts?
The question of whether you need a certificate of trust to open bank accounts is a common one for those …
Can I cap trust distributions based on wealth level of the beneficiary?
The question of whether you can cap trust distributions based on a beneficiary’s wealth level is a complex one, deeply …
Can a CRT provide for early remainder release if donor health fails?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a special needs trust have multiple trustees?
Yes, a special needs trust can absolutely have multiple trustees, and in many cases, it’s a highly recommended practice, offering …