California Special Needs Trusts
If you have a beneficiary who suffers from a disability, perhaps a handicapped minor or adult child, you should consider leaving their inheritance in a specific and specially-constructed trust commonly referred to as a Special Needs Trust to protect the handicapped child and keep them eligible for public assistance. A few issues arise for disabled […]
Do Not Plan Your Estate Around Specific Assets! – The case of Jim.
Unless there are compelling reasons why a specific asset should go to a specific person, you should not try to plan around specific assets. We are repeatedly asked why do I need a trust? I want to add my kid’s names as beneficiaries to my accounts and add them to the title of my property. […]