Can I prohibit use of trust property as loan collateral?
Absolutely, you can, and often should, prohibit the use of trust property as collateral for a loan, and this is …
Escondido Estate Planning
Can I take out a home equity line on property held in a trust?
Navigating the financial landscape when your property is held within a trust can seem complex, but obtaining a home equity …
Can a trust automatically shift from one jurisdiction to another under certain conditions?
The question of whether a trust can automatically shift from one jurisdiction to another is complex, and the answer is …
Can the trust help fund online therapy groups moderated by clinicians?
Absolutely, a trust can be strategically designed to fund online therapy groups moderated by clinicians, offering a powerful means to …
Can I require use of a specific CPA for trust taxes?
The question of mandating a particular Certified Public Accountant (CPA) for trust tax preparation is a common one, and the …