Can a special needs trust include recurring trustee accountability reports?
Absolutely, a special needs trust can, and often *should*, include provisions for recurring trustee accountability reports, providing a vital layer …
Wildomar Estate Planning
Can I make charitable donor-advised funds part of trust administration?
Absolutely, incorporating charitable donor-advised funds (DAFs) into trust administration is a powerful strategy for clients who wish to blend estate …
Can a special needs trust provide software for scheduling rotating caregivers?
Establishing a special needs trust is a crucial step for families seeking to protect the financial future of a loved …
Can I require the trustee to provide annual updates to my heirs?
The question of whether you can require a trustee to provide annual updates to your heirs is a common one …
Can estate planning help protect assets from nursing home costs?
The escalating costs of long-term care, particularly nursing home expenses, are a significant concern for many Americans, with the national …