Can I include clauses requiring proof of employment before inheritance?
The question of whether you can include clauses requiring proof of employment before inheritance is complex, but the answer is …
Escondido Estate Planning
How do I update a trust if I move to a new country?
Moving to a new country introduces a complex layer to estate planning, particularly concerning existing trusts. A trust created under …
Can a trust protector override the trustee?
The relationship between a trust protector, a trustee, and the trust itself is a nuanced one, frequently generating questions about …
Can a CRT involve donor advisory services post-establishment?
Charitable Remainder Trusts (CRTs) are complex estate planning tools allowing individuals to donate assets to a trust, receive income during …
Can a special needs trust pay for hands-free technology systems?
The question of whether a special needs trust (SNT) can pay for hands-free technology systems, like smart home devices or …