Can a trust hold intellectual property rights?
Yes, a trust can absolutely hold intellectual property (IP) rights, offering a powerful estate planning tool for creators, inventors, and …
Escondido Estate Planning
Can I include a clause requiring trust funds be used for long-term planning software access?
The question of whether a trust can fund access to long-term planning software is increasingly relevant in our digital age, …
Should I wait until retirement to make a trust?
Many individuals contemplate the timing of establishing a trust, often wondering if waiting until retirement is the most prudent approach; …
Can a special needs trust invest in real estate development or REITs?
Special needs trusts (SNTs) are powerful tools designed to provide for individuals with disabilities without jeopardizing their eligibility for crucial …
Can I limit asset allocations to a max threshold per asset class?
Yes, you absolutely can, and often should, limit asset allocations to a maximum threshold per asset class within a trust, …