Can I restrict use of funds for private jets or luxury expenses?
Absolutely, a well-crafted trust can absolutely restrict the use of funds for items like private jets or other luxury expenses, …
Escondido Estate Planning
Can a special needs trust support financial coaching for future planning?
Absolutely, a special needs trust can, and often *should*, support financial coaching for future planning, recognizing that individuals with special …
Can a special needs trust support purchase of smartwatches with health apps?
Special needs trusts, also known as supplemental needs trusts, are powerful tools designed to enhance the quality of life for …
Can the beneficiary be involved in decision-making?
The extent to which a beneficiary can be involved in decision-making regarding a trust is a nuanced topic, heavily dependent …
Can I set up a charitable remainder trust with appreciated stock?
Yes, you absolutely can establish a charitable remainder trust (CRT) using appreciated stock, and it’s a strategy frequently employed by …