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The San Diego sun beat down on the patio as Maria nervously stirred her iced tea, a knot forming in …
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The salt air hung heavy with a sense of foreboding as Michael and Sarah approached Ted Cook’s office in La …
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The San Diego sun beat down as Maria anxiously paced her kitchen, a crumpled stack of papers clutched in her …
Can a special needs trust include a mobile-first digital trust interface for the trustee?
Absolutely, a special needs trust can, and increasingly *should*, incorporate a mobile-first digital trust interface for the trustee, enhancing transparency, …
Can a special needs trust pay for air purification systems?
The question of whether a special needs trust (SNT) can cover the cost of air purification systems is a common …
Can I limit investment in certain industries?
The question of whether you can limit investment in certain industries within a trust is a common one for those …
Can I require a review panel to assess the charity’s use of the funds after termination?
Establishing a charitable trust is a powerful way to ensure your legacy continues to support causes you care about, but …
Can I structure my estate to maximize multi-generational tax efficiency?
Navigating estate planning with the goal of minimizing taxes across multiple generations requires a proactive and strategic approach, and it’s …
Can I live in a home that’s owned by my irrevocable trust?
The question of residing in a home held by an irrevocable trust is a common one for individuals engaging in …