Can I instruct the trustee to consult an AI risk model for distributions?
The question of whether you can instruct a trustee to consult an AI risk model for distributions is rapidly becoming …
Escondido Estate Planning
How do I fund an irrevocable trust?
Funding an irrevocable trust is a critical, yet often misunderstood, step in estate planning, as it’s not enough to simply …
Can a special needs trust include digital preservation of important records?
Absolutely, a special needs trust can and *should* include provisions for digital preservation of important records, as we increasingly live …
Can I restrict investment in companies rated low on DEI practices?
The question of aligning investment strategies with Diversity, Equity, and Inclusion (DEI) principles is gaining significant traction, and the answer …
Can a bypass trust impact my eligibility for Medicaid?
The question of whether a bypass trust impacts Medicaid eligibility is a crucial one for many individuals planning for future …