Can I stipulate that trust assets be used for first-home purchases only?
The question of restricting trust assets to first-home purchases only is a common one, and the answer, as with many …
Wildomar 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 the beneficiary’s future planning, ensuring their long-term …
Can a special needs trust support purchase of smartwatches with health apps?
Navigating the complexities of special needs trusts requires careful consideration of what constitutes appropriate support for a beneficiary, and the …
Can the beneficiary be involved in decision-making?
The question of whether a beneficiary can be involved in decision-making regarding a trust, while seemingly straightforward, is nuanced and …
How do trusts work in community property states?
In community property states – Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin – trusts operate with …