What is a trust protector in a special needs trust?
A trust protector in a special needs trust serves as a crucial safeguard, ensuring the trust remains effective in meeting …
Wildomar Estate Planning
Can I delay the income start date from a CRT for tax planning purposes?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often used to provide income to beneficiaries while creating a future …
Can I require financial counseling before distributions are made?
The question of mandating financial counseling before distributions from a trust, particularly for beneficiaries who may be financially vulnerable, is …
Can I authorize digital estate management companies in my documents?
The question of whether you can authorize digital estate management companies in your estate planning documents is becoming increasingly relevant …
Can a special needs trust own real estate in another state?
Yes, a special needs trust (SNT) can absolutely own real estate located in a state different from where the trust …