Can I require trustees to meet periodically with financial advisors?
As a Living Trust & Estate Planning Attorney in Escondido, I often encounter questions about the oversight of trustees and …
Escondido Estate Planning
Can I set up a bypass trust to make income-based distributions?
The concept of a bypass trust, also known as a credit shelter trust or an A-B trust (though less common …
Can a special needs trust subsidize peer-to-peer mentorship tools for disability support?
The question of whether a special needs trust can fund peer-to-peer mentorship tools for disability support is increasingly relevant as …
Can I create a reporting dashboard for all distributions made from the trust?
Establishing a clear and comprehensive reporting system for trust distributions is absolutely possible, and increasingly vital for both trustees and …
What types of disabilities qualify for a special needs trust?
A Special Needs Trust (SNT) is a powerful estate planning tool designed to provide for individuals with disabilities without jeopardizing …