Can a trust provide capital for home purchases?
Yes, a trust can absolutely provide capital for home purchases, though the specifics depend heavily on the type of trust …
Escondido Estate Planning
Can the trust mandate age-specific needs assessments?
The question of whether a trust can mandate age-specific needs assessments is increasingly relevant as the population ages and the …
Can I set up a family council to manage collective inherited wealth?
Establishing a family council to oversee inherited wealth is a proactive and increasingly popular strategy for families seeking to preserve …
Is a diagnosis required to set up a special needs trust?
The establishment of a Special Needs Trust (SNT) doesn’t strictly *require* a formal medical diagnosis, but demonstrating a qualifying disability …
Can I require continuing education for all beneficiaries?
The question of mandating continuing education for beneficiaries of a trust is becoming increasingly popular, particularly as wealth transfer grows …