Can a special needs trust pay for vision therapy services?
Special needs trusts (SNTs) are powerful tools designed to enhance the quality of life for individuals with disabilities without jeopardizing …
Wildomar Estate Planning
Can I require quarterly performance reviews of trust investments?
As a beneficiary or trustee, understanding and monitoring the performance of trust investments is crucial, and the question of quarterly …
Can a special needs trust protect against future financial abuse?
The question of protecting vulnerable individuals from financial exploitation is paramount, and for those with special needs, a special needs …
Can I set up a trust for non-family members?
Absolutely, you can establish a trust benefiting individuals who are not members of your immediate family, offering a flexible tool …
Can I create a bypass trust to maintain long-term family property ownership?
The question of preserving family property for generations is a common one, and bypass trusts, also known as AB trusts …