Can I place funds in a trust that only become available during a recession?
Yes, it is indeed possible to structure a trust so that funds are only available to beneficiaries during specific economic …
Escondido Estate Planning
Can a special needs trust offer resources for supported decision-making models?
Absolutely, a special needs trust can be a powerful tool to facilitate and fund supported decision-making models, enabling individuals with …
Can a bypass trust terminate automatically upon reaching a certain asset threshold?
The question of whether a bypass trust can terminate automatically upon reaching a certain asset threshold is complex and depends …
Can I allocate a portion of my business succession plan to a CRT?
Certainly, allocating a portion of your business succession plan to a Charitable Remainder Trust (CRT) is a sophisticated estate planning …
Can a special needs trust fund subscriptions for accessible reading materials?
Absolutely, a special needs trust can, and often should, fund subscriptions for accessible reading materials, provided it aligns with the …