Can I restrict trust management to a specific type of financial institution?
The question of whether you can restrict trust management to a specific type of financial institution is a common one …
Escondido Estate Planning
Can a testamentary trust support adult children with special needs?
Testamentary trusts are powerful estate planning tools that come into existence *after* a person’s death, outlined within their will, and …
Can I prohibit liquidation of certain legacy assets?
The question of preserving specific assets within an estate plan is a common one, and the answer is nuanced, depending …
Can I link funding to beneficiaries’ children’s performance or behavior?
The question of whether you can tie distributions from a trust to a beneficiary’s children’s achievements or conduct is a …
Can I require trustees to document every major decision?
As a beneficiary or co-trustee, the question of holding trustees accountable is paramount, and requiring documentation of major decisions is …