Can I require a psychologist’s certification for mentally ill heirs before disbursement?
Navigating the complexities of estate planning when heirs have mental health challenges requires careful consideration, and the question of requiring …
Wildomar Estate Planning
Can the trust include protections from creditors of the beneficiaries?
Absolutely, a trust can be structured to include protections from the creditors of beneficiaries, though the degree of protection varies …
Can the trust cover retraining for a mid-career job change?
The question of whether a trust can cover retraining for a mid-career job change is a surprisingly common one, especially …
Can the bypass trust require quarterly income reporting to the surviving spouse?
The question of whether a bypass trust—also known as a credit shelter trust or a Section 2056 trust—requires quarterly income …
Can a special needs trust pay for closed captioning services for media?
Navigating the complexities of special needs trusts often brings up questions about permissible expenses, and the specifics can be surprisingly …