Can a special needs trust cover recreational activities?
Absolutely, a special needs trust can, and should, cover recreational activities, provided it aligns with the beneficiary’s overall well-being and …
Escondido Estate Planning
What is a credit shelter trust?
A credit shelter trust, also known as a bypass trust, is an estate planning tool designed to take advantage of …
Can I link trust distributions to real estate management responsibilities?
Absolutely, linking trust distributions to real estate management responsibilities is a common and often strategic approach in estate planning, allowing …
Can a trust fund be structured for travel purposes?
Yes, a trust fund can absolutely be structured for travel purposes, offering a sophisticated way to manage and distribute funds …
Can I require annual summaries of how the trust improved quality of life?
Establishing a Living Trust is often viewed through the lens of asset protection and probate avoidance, but a crucial, often …