Can a special needs trust fund relocation due to natural disaster displacement?
The question of relocating a special needs trust (SNT) due to natural disaster displacement is complex, requiring careful consideration of …
Wildomar Estate Planning
Can a CRT qualify as a split-interest trust for IRS purposes?
A Charitable Remainder Trust (CRT) absolutely can qualify as a split-interest trust for IRS purposes, and understanding this distinction is …
Can I create educational endowments for descendants through estate planning?
Yes, establishing educational endowments for descendants is a powerful and increasingly popular component of comprehensive estate planning, allowing individuals to …
Can I fund apprenticeships through the trust?
Establishing a trust is a powerful tool for wealth management, but many clients wonder about its flexibility beyond traditional distributions …
Can a testamentary trust fund long-term care insurance premiums?
A testamentary trust, created through a will and taking effect after death, can be structured to fund long-term care insurance …