Can a CRT own high-yield municipal bonds?
Collateralized Repurchase and Financing Transactions (CRTs) are complex financial instruments, and the question of whether they can own high-yield municipal …
Escondido Estate Planning
What’s the easiest way to update my trust every year?
Maintaining a living trust isn’t a “set it and forget it” process; life changes, and your trust needs to reflect …
Can I require that family heirlooms be kept in trust and not sold?
The question of preserving family legacies is deeply emotional, and fortunately, estate planning tools exist to safeguard treasured possessions beyond …
Can a special needs trust fund interactive therapeutic toys?
Navigating the financial aspects of caring for a loved one with special needs requires careful planning, and a crucial component …
Can a parent set up a special needs trust for their child?
Yes, a parent can absolutely set up a special needs trust for their child, and it’s a remarkably common and …