Can a special needs trust pay for air purification systems?
The question of whether a special needs trust (SNT) can cover the cost of air purification systems is a nuanced …
Wildomar Estate Planning
Can I limit investment in certain industries?
The question of whether you can limit investment in certain industries within your estate plan is a common one, and …
Can I require a review panel to assess the charity’s use of the funds after termination?
Establishing a charitable trust is a powerful way to leave a lasting legacy, but ensuring funds are used as intended …
Can I structure my estate to maximize multi-generational tax efficiency?
Planning for the transfer of wealth across generations is a complex undertaking, but one that can significantly reduce tax burdens …
Can a bypass trust help prevent disqualification from VA benefits?
The question of whether a bypass trust can help prevent disqualification from VA benefits is a common one for veterans …