Can a special needs trust include transportation planning services?
Absolutely, a special needs trust can, and often *should*, include provisions for transportation planning services, recognizing that reliable transport is …
Wildomar Estate Planning
Can a CRT be used to supplement retirement income?
Charitable Remainder Trusts (CRTs) can indeed be a valuable tool to supplement retirement income, offering both financial benefits and the …
Can a testamentary trust include career benchmarks for heirs?
Yes, a testamentary trust can absolutely include career benchmarks for heirs, offering a powerful tool for estate planning attorneys like …
Can I tie inheritance to completing mental health programs?
The question of whether one can tie inheritance to the completion of mental health programs is increasingly relevant as families …
Can I require financial literacy training before inheritance?
The question of whether to require financial literacy training before an inheritance is becoming increasingly relevant as wealth transfers to …