Can I require my trustee to work with a specific law firm or advisor?
As a Living Trust & Estate Planning Attorney in Escondido, I often encounter clients who wish to exert some control …
Escondido Estate Planning
Can I set rules around how frequently beneficiaries can request funds?
Absolutely, establishing guidelines for when and how often beneficiaries can request distributions from a trust is a common and prudent …
Can the trust support elder care for non-beneficiary family members?
Navigating the complexities of elder care is a growing concern for many families, and a frequent question arises regarding the …
Can the trust fund travel for genealogy research?
Establishing a trust allows for sophisticated wealth management, but a frequently overlooked aspect is its potential to facilitate passions, even …
Can I allocate periodic review power to an outside advisory council?
The question of whether you can allocate periodic review power to an outside advisory council regarding your trust or estate …