Can a special needs trust fund educational supplies for remote learning?
The question of whether a special needs trust (SNT) can fund educational supplies for remote learning is a common one, …
Escondido Estate Planning
Can I set up a trust for a friend?
While the impulse to help a friend through estate planning is admirable, directly setting up a trust *for* them is …
Can a trust allocate emergency funds?
Trusts are powerful estate planning tools, but often people don’t consider how they function during unexpected life events; allocating funds …
Can I use a CRT to meet minimum distribution requirements from retirement accounts?
The question of utilizing a Charitable Remainder Trust (CRT) to satisfy Required Minimum Distributions (RMDs) from retirement accounts is a …
Can estate planning help prevent family disputes?
The potential for family conflict after the passing of a loved one is unfortunately very common, often exacerbated by grief, …