Can a special needs trust subsidize subscription boxes for skill-building?
The question of whether a special needs trust can subsidize subscription boxes designed for skill-building is a nuanced one, dependent …
Escondido Estate Planning
Can a testamentary trust fund apprenticeships in lieu of college tuition?
A testamentary trust, established through a will and taking effect after death, offers considerable flexibility in how assets are distributed, …
Can I require monthly budget reports from the trustee?
As a beneficiary of a trust, the ability to receive regular financial updates, such as monthly budget reports, is a …
Can the trust support local transportation card reloading?
The question of whether a trust can support local transportation card reloading is becoming increasingly relevant as our lives become …
Can my trust become irrevocable automatically?
The question of whether a trust can become irrevocable automatically is a common one for estate planning clients, and the …