Can a special needs trust include quarterly well-being check-ins?
Establishing a special needs trust is a powerful tool for ensuring the long-term care and financial security of a loved …
Wildomar Estate Planning
Can a trust fund subscriptions to therapy-based mobile apps?
The question of whether a trust fund can cover subscriptions to therapy-based mobile apps is becoming increasingly relevant as digital …
Can I add a clause requiring transparency from the trustee in all transactions?
The question of trustee transparency is paramount in maintaining the integrity and fulfilling the intent of any trust, and yes, …
Can I require quarterly audits from an independent firm?
The question of implementing quarterly audits of a trust, conducted by an independent firm, is a proactive and increasingly common …
Can the trust reimburse for therapies done by licensed remote providers?
The question of whether a trust can reimburse for therapies delivered by licensed remote providers is increasingly common in today’s …