Should I notify benefit agencies when funding the trust?
Funding a special needs trust (SNT) is a significant step in securing the future for a loved one with disabilities, …
Wildomar Estate Planning
Can my estate plan include a grievance process for dissatisfied heirs?
Yes, an estate plan can absolutely include a grievance process for dissatisfied heirs, though it’s not a standard feature and …
Can I limit investment to government securities in a testamentary trust?
Yes, you can generally limit investment to government securities within a testamentary trust, though it requires careful drafting and understanding …
Can a special needs trust offer wearable hydration tracking tools?
The question of whether a special needs trust can fund wearable hydration tracking tools is a nuanced one, deeply intertwined …
Can I transfer vehicles into an irrevocable trust?
Transferring vehicles into an irrevocable trust is a common estate planning strategy, though it requires careful consideration and isn’t always …