Can a special needs trust assist with immigration-related legal fees?
Navigating the complexities of immigration law can be incredibly expensive, and for families with loved ones who have special needs, …
Escondido Estate Planning
How do I leave money for a minor child?
Leaving money for a minor child requires careful planning to ensure the funds are managed responsibly until they reach adulthood; …
Can the CRT cover the costs of property insurance on trust-held assets?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I create separate testamentary trusts for each of my children?
Yes, you absolutely can create separate testamentary trusts for each of your children, and for many families, it’s a very …
Can I assign different distribution rules to each trust beneficiary?
Absolutely, you can—and often should—assign different distribution rules to each trust beneficiary, allowing for a highly personalized estate plan that …