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May 2019 Archives

Why California parents should include a special needs trust

Estate planning is a wonderful opportunity for a young family to provide for future security. One of the more distressful concerns is a child with special needs. Parents realize the child will likely need long-term care. How can they ensure the best future for their special needs child?

The big reason an incentive trust may not work

When people talk about incentive trusts, they often point out the benefits: You get to help your heirs become the best versions of themselves, and then they get their inheritance when they follow the path you set for them. Incentives could include refraining from illegal drug use, getting a college education, starting a business, starting a family and much more.

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