Can I schedule automatic reviews of tax efficiency within the trust?
Establishing a trust is a significant step in estate planning, but it’s not a ‘set it and forget it’ solution; …
Escondido Estate Planning
Can I require trustee approval before asset liquidation?
Navigating the world of trusts and estates often brings up questions about control and oversight, particularly when it comes to …
Can I leave property to be shared through the trust?
Yes, absolutely, a trust is a remarkably flexible tool that allows you to dictate not only *who* receives your assets, …
Can a trust pay for moving expenses to accessible housing?
The question of whether a trust can cover moving costs to more accessible housing is a common one, and the …
Can I require psychological evaluations before distributions?
The question of whether you can require psychological evaluations before distributing assets from a trust is complex, deeply intertwined with …