Can I set expiration terms for unused inheritance portions?
The question of whether you can set expiration terms for unused portions of an inheritance is complex, deeply intertwined with …
Escondido Estate Planning
Should I notify benefit agencies when funding the trust?
Establishing a trust is a significant step in estate planning, but it often raises questions about how this impacts existing …
Can my estate plan include a grievance process for dissatisfied heirs?
The question of whether an estate plan can incorporate a grievance process for dissatisfied heirs is becoming increasingly relevant as …
Can I limit investment to government securities in a testamentary trust?
Yes, you can generally limit investments within a testamentary trust to government securities, though it requires careful drafting and consideration …
Can a special needs trust offer wearable hydration tracking tools?
The question of whether a special needs trust can fund items like wearable hydration tracking tools is increasingly relevant as …