Can I require that beneficiary life milestones be documented for trust archives?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s more than just a financial arrangement; …
Escondido Estate Planning
Can I use a testamentary trust to delay inheritance to later generations?
Yes, a testamentary trust is a powerful estate planning tool that allows you to delay inheritance to later generations, offering …
Can I specify a fixed income amount from the trust?
The ability to specify a fixed income amount from a trust is a common request, and the answer is generally …
Can a special needs trust help the beneficiary start a podcast on disability topics?
Absolutely, a special needs trust can be a powerful tool to facilitate a beneficiary’s entrepreneurial endeavors, such as starting a …
Can I require trust-held real estate to remain undeveloped?
The question of restricting development on real estate held within a trust is a common concern for individuals seeking to …