What is the Medicaid five-year look-back period?
The Medicaid five-year look-back period is a crucial component of determining eligibility for Medicaid long-term care benefits, and understanding it …
Wildomar Estate Planning
Can I serve as trustee of my spouse’s bypass trust?
The question of whether you can serve as trustee of your spouse’s bypass trust, formally known as a credit shelter …
Can a special needs trust offer co-living stipends for shared accessibility services?
The question of whether a special needs trust can offer co-living stipends for shared accessibility services is becoming increasingly relevant …
Can a special needs trust fund collaborative art projects with other individuals with disabilities?
Absolutely, a special needs trust can fund collaborative art projects involving individuals with disabilities, provided it aligns with the trust’s …
Can a CRT include a requirement to fund only direct-service nonprofits?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …