Can a special needs trust cover upgrades to air filtration systems?
Navigating the complexities of a special needs trust often brings up questions about permissible expenses, and the seemingly simple question …
Escondido Estate Planning
Can I include an educational supplement for homeschooling?
The question of incorporating an educational supplement within a comprehensive estate plan, specifically a revocable living trust, might seem unusual, …
Can I use a letter of intent with my will?
A letter of intent, sometimes called a “comfort letter,” can be a valuable supplement to your will and estate plan, …
Can the trust pay for executive coaching for business-minded heirs?
The question of whether a trust can cover expenses like executive coaching for heirs with business aspirations is surprisingly common, …
Can beneficiaries receive regular distributions?
Yes, beneficiaries can absolutely receive regular distributions from a trust, but the specifics depend heavily on how the trust is …