Can a special needs trust be used to fund specialized driving programs?
Special needs trusts (SNTs) are powerful tools designed to improve the quality of life for individuals with disabilities without disqualifying …
Escondido Estate Planning
Can a CRT require annual visits by the charity to trust-managed property?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to a trust, receive income during …
Can the bypass trust require a beneficiary to reside in a particular country or state?
The flexibility of a bypass trust, also known as a credit shelter trust or an A-B trust (though less common …
Can I make special arrangements for a beneficiary’s medical condition?
Navigating estate planning can be complex, especially when beneficiaries have unique needs, such as pre-existing medical conditions or disabilities. It’s …
Can I require the trustee to file reports with a probate court?
Generally, unless specifically outlined in the trust document itself, or mandated by state law due to unique circumstances, you cannot …