Can a trustee also be a beneficiary?
The question of whether a trustee can simultaneously be a beneficiary is a common one in estate planning, and the …
Escondido Estate Planning
Can a trust be funded with an annuity?
Yes, a trust can absolutely be funded with an annuity, although it requires careful planning and consideration of tax implications. …
Can a bypass trust allocate assets differently depending on state of residence?
The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—can allocate assets differently …
Can the CRT terminate if the trustee is found in breach of fiduciary duty?
Certainly, a breach of fiduciary duty by a trustee can indeed lead to the termination of a Complex Revocable Trust …
Can a special needs trust cover soundproofing for sensory sensitivity?
Absolutely, a special needs trust can, and often should, cover expenses like soundproofing for individuals with sensory sensitivities, provided it …