Can I restrict how a CRT’s remainder is used geographically or demographically?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but many individuals wonder about the level of control they retain …
Escondido Estate Planning
Can I prevent ex-spouses from accessing trust funds?
Divorce is a challenging life event, often complicated by financial concerns, and a frequent question arises regarding the protection of …
Can a special needs trust provide flexible budget forecasting support?
Absolutely, a special needs trust can be a powerful tool for flexible budget forecasting, offering a structured approach to managing …
Do I have to report foreign trusts to the IRS?
Yes, U.S. persons—including citizens and residents—may have reporting obligations when it comes to foreign trusts, even if they aren’t directly …
Can a special needs trust pay for long-distance family visits?
A special needs trust (SNT) is a powerful tool designed to provide for the needs of individuals with disabilities without …