Can a special needs trust help cover costs of disability-specific insurance riders?
Navigating the financial landscape for individuals with special needs requires careful planning, and a crucial component often involves securing appropriate …
Escondido Estate Planning
Can the bypass trust avoid generation-skipping transfer tax?
The question of whether a bypass trust can avoid generation-skipping transfer (GST) tax is a complex one, deeply rooted in …
What is trust decanting?
Trust decanting is a powerful estate planning technique that allows you to modify an existing irrevocable trust by transferring its …
Can a testamentary trust limit asset diversification beyond a fixed threshold?
A testamentary trust, created within a will and coming into effect upon death, can indeed limit asset diversification, though doing …
Can the trust support employment interview coaching?
The question of whether a trust can support employment interview coaching is multifaceted, hinging on the trust’s specific language, the …