Can I tie disbursements to charitable work done by the beneficiary?
The question of whether you can tie disbursements from a trust to charitable work performed by the beneficiary is a …
Escondido Estate Planning
Can I require co-trustees to make decisions unanimously?
Establishing a trust is a powerful tool for managing assets and ensuring your wishes are carried out, but the structure …
Can a special needs trust cover resume-building software?
Navigating the financial landscape for a loved one with special needs requires careful consideration of how trust funds can be …
Can I designate a CPA to oversee annual tax filings for the trust?
Establishing a trust is a powerful tool for managing assets and ensuring their smooth transfer according to your wishes, but …
Can I set an age threshold for inheritance?
The question of controlling when and how beneficiaries receive inherited assets is a common one for estate planning, and the …