Can a bypass trust restrict payment of private school tuition for beneficiaries?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
Escondido Estate Planning
Can I include instructions for supporting long-distance caregivers?
Navigating the complexities of elder care is challenging enough when family members live nearby, but the difficulties are magnified exponentially …
Can I require regular trustee check-ins with the beneficiary?
As a Living Trust & Estate Planning Attorney in Escondido, I often get asked about the level of communication expected …
Can a CRT be divided into smaller trusts for individual beneficiaries?
Community Property Trusts (CPTs), particularly those established in California, offer a flexible approach to estate planning, but the question of …
Can a special needs trust pay for temporary accessible furniture rental?
The question of whether a special needs trust (SNT) can pay for temporary accessible furniture rental is a common one, …