Can the trust pay for fiduciary liability insurance?
Navigating the complexities of trust administration often involves considering potential liabilities for those acting as fiduciaries – the trustees who …
Wildomar Estate Planning
Can a trust delay distributions in a recession?
The question of whether a trust can delay distributions during an economic downturn, like a recession, is complex and hinges …
Can a special needs trust include quarterly beneficiary life reviews?
Absolutely, a special needs trust can, and often *should*, include provisions for regular beneficiary life reviews, even quarterly, to ensure …
Can I tie trust distributions to milestones like home ownership or degree completion?
The idea of structuring trust distributions around life milestones – such as purchasing a home, completing a degree, or even …
Are there tax benefits to setting up a special needs trust?
Establishing a special needs trust (SNT) can indeed offer significant tax advantages, but the specifics depend on the type of …