Can I create a collective art acquisition fund for the family?
Establishing a collective art acquisition fund within a family offers a unique blend of financial planning, estate planning, and shared …
Escondido Estate Planning
Can a testamentary trust be the beneficiary of a 401(k)?
Yes, a testamentary trust can absolutely be designated as the beneficiary of a 401(k) or other qualified retirement plan, though …
Can a CRT qualify for a step-up in basis on death?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can a special needs trust cover ergonomic work tools for remote jobs?
Navigating the complexities of special needs trusts often brings up questions about permissible expenses, especially in today’s evolving work landscape …
Can I use the trust to fund only certain types of education?
The question of whether a trust can be structured to fund only specific types of education is a common one …