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The San Diego sunshine felt particularly cruel that Tuesday morning as Michael Thompson stared at the probate court filing. His …
What is the most effective way to protect your family and assets through comprehensive estate planning?
The San Diego sun cast long shadows as Michael and Sarah Thompson debated the future. They were a typical couple …
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The San Diego sunshine streamed through the kitchen window as Maria stirred her coffee, a knot of anxiety tightening in …
Can a special needs trust pay for clothing?
A Special Needs Trust (SNT) is a powerful tool designed to supplement, not replace, government benefits for individuals with disabilities, …
Can I make provisions for cryptocurrency custody in a testamentary trust?
The question of incorporating cryptocurrency into estate planning, particularly within a testamentary trust, is rapidly gaining prominence as digital assets …
Can a special needs trust pay for professional wardrobe consulting?
The question of whether a special needs trust (SNT) can cover expenses like professional wardrobe consulting is nuanced, hinging on …
What happens to trust income not distributed in a given year?
Trusts are powerful tools in estate planning, but understanding how income is handled within them—especially income that isn’t immediately distributed …
Can a trust invest in cryptocurrency?
The question of whether a trust can invest in cryptocurrency is increasingly common as digital assets gain mainstream attention, and …
Can I allow a third party to veto certain trust distributions?
The question of granting a third party veto power over trust distributions is a common one, particularly among individuals with …