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 …
Escondido Estate Planning
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, …