Can a trust pay for therapy or rehab?
Yes, a trust can absolutely pay for therapy or rehab, provided the trust document specifically allows for such expenses, or …
Can I require disclosures of outside income sources for beneficiaries?
Navigating the complexities of trust administration often involves ensuring responsible distribution of assets and protecting the financial well-being of beneficiaries. …
Can the trust cover social media management for a beneficiary’s safety?
In an increasingly digital world, the question of how to protect beneficiaries extends beyond traditional financial and physical safety to …
Can I transfer the home into a bypass trust during my lifetime?
Yes, you can transfer your home into a bypass trust, also known as an AB trust or a credit shelter …
Can I require investment in local or community businesses?
The question of directing funds from a trust or estate plan towards local or community businesses is a common one, …
Can a trust pay for therapy or rehab?
Absolutely, a trust can be a powerful tool to ensure funds are available for essential healthcare needs, including therapy and …
Can I require disclosures of outside income sources for beneficiaries?
As an estate planning attorney in Wildomar, I often encounter questions about the intricacies of trust administration and beneficiary oversight, …
Can the trust cover social media management for a beneficiary’s safety?
The question of whether a trust can cover social media management for a beneficiary’s safety is increasingly relevant in today’s …
Can I transfer the home into a bypass trust during my lifetime?
Yes, you can transfer your home into a bypass trust, also known as an A-B trust or credit shelter trust, …
Can I require investment in local or community businesses?
The question of whether you can require investment in local or community businesses within your estate plan is complex, intertwining …