Can a testamentary trust invest in the stock market?
Yes, a testamentary trust absolutely can invest in the stock market, and often does, depending on the terms of the …
Escondido Estate Planning
Can the trust assist with website accessibility services for the beneficiary?
The question of whether a trust can assist with website accessibility services for a beneficiary is increasingly relevant in our …
Can I include clauses requiring sustainability in CRT asset management?
The increasing desire for socially responsible investing extends to all areas of financial planning, including the management of assets held …
Can a bypass trust provide for emergency legal representation for beneficiaries?
The question of whether a bypass trust can provide for emergency legal representation for beneficiaries is complex, but generally, yes, …
Can a special needs trust pay for medical bracelet or QR tag subscriptions?
A special needs trust, carefully structured to preserve eligibility for government benefits like Supplemental Security Income (SSI) and Medi-Cal, often …