What happens if a trustee refuses the role?
The selection of a trustee is a pivotal decision in estate planning, ensuring assets are managed according to the grantor’s …
Escondido Estate Planning
Can the trust pay for roommate costs or shared living expenses?
Navigating the financial aspects of a trust, especially when it comes to everyday living expenses like those incurred with roommates …
Can I use a trust to fund community development projects?
Absolutely, a trust can be a remarkably effective vehicle for funding community development projects, offering both flexibility and long-term sustainability …
Can estate planning include tax-advantaged gifting strategies?
Yes, estate planning absolutely can, and often *should*, include tax-advantaged gifting strategies as a core component of a comprehensive plan; …
Can a trust support relocation expenses for accessible housing?
The question of whether a trust can support relocation expenses for accessible housing is a common one, particularly as the …