Do I need a lawyer to create a testamentary trust?
A testamentary trust, established within a last will and testament, offers a powerful tool for managing assets after your passing, …
Escondido Estate Planning
Can a CRT include built-in audit cycles for performance review?
Community Reinvestment Trusts (CRTs), while primarily focused on facilitating community development financing, absolutely *can* and, in fact, *should* include built-in …
Can I stipulate that trust assets be used for first-home purchases only?
The question of restricting trust assets to first-home purchases only is a common one, and the answer is generally yes, …
Can the trust provide security deposit assistance for housing?
Navigating the complexities of housing, especially with upfront costs like security deposits, can be challenging for beneficiaries of a trust, …
Can a special needs trust be designed to address sensory processing needs?
Absolutely, a special needs trust can and *should* be designed to specifically address the unique needs of a beneficiary with …