Can I require all estate professionals to complete DEI training?
The question of mandating Diversity, Equity, and Inclusion (DEI) training for estate professionals – attorneys, financial advisors, accountants, and more …
Escondido Estate Planning
What is the role of the executor in relation to the trust?
The executor’s role in relation to a trust is often misunderstood, as it differs significantly from their duties in a …
Can my trust be used for long-term care planning?
The question of whether a trust can be utilized for long-term care planning is a frequent one, and the answer …
Can a special needs trust support food delivery for medically restricted diets?
Absolutely, a special needs trust can be carefully structured to cover the costs of food delivery, even for individuals with …
How do I ensure ongoing care for a pet through my trust?
Planning for the future often involves securing financial wellbeing for loved ones, but what about our furry, scaled, or feathered …