How do I keep my testamentary trust private?
Testamentary trusts, created through a will, offer a powerful tool for managing assets after death, but maintaining their privacy can …
Escondido Estate Planning
How can the trust be coordinated with a benefits eligibility review?
Coordinating a trust with a benefits eligibility review, particularly for needs-based programs like Medicaid or Supplemental Security Income (SSI), is …
Can I leave property to a non-citizen in my trust?
Yes, you absolutely can leave property to a non-citizen in your trust, but it’s not quite as straightforward as leaving …
Can I tie benefits to military or public service participation?
The question of whether one can tie benefits to military or public service participation within an estate plan is a …
Can a testamentary trust fund insurance coverage for heirs?
Testamentary trusts, created through a will, offer a valuable tool for managing assets and providing for heirs, but the question …