Can I allocate a reserve within the trust for emerging financial technologies?
The question of whether to allocate a reserve within a trust for emerging financial technologies, like cryptocurrency or blockchain investments, …
Escondido Estate Planning
Can I require annual reporting from the remainder charity?
Establishing a charitable remainder trust can be a powerful tool for both philanthropic giving and estate planning, yet many donors …
Can a special needs trust pay for resilience training for both the beneficiary and caregivers?
The question of whether a special needs trust can cover the costs of resilience training for both the beneficiary and …
Can a conservator manage a special needs trust?
The question of whether a conservator can manage a special needs trust is complex and hinges on specific state laws, …
Can a bypass trust preserve low-basis assets for stepped-up basis later?
The question of whether a bypass trust, also known as a credit shelter trust or B trust, can effectively preserve …