Can I specify disbursement rules by age or life stage?
Absolutely, crafting disbursement rules tied to age or life stage is a cornerstone of thoughtful estate planning, allowing for flexibility …
Escondido Estate Planning
Can a bypass trust make periodic charitable donations on behalf of the family?
A bypass trust, also known as a credit shelter trust or a family trust, is a powerful estate planning tool …
Can the trust require that all asset appraisals be conducted bi-annually?
Absolutely, a trust can indeed require that all asset appraisals be conducted bi-annually, and it’s a surprisingly common, and often …
Can a trust file lawsuits?
Yes, a trust can absolutely file lawsuits, but it’s not as simple as a person stepping into court; the process …
Can a special needs trust help with conference speaking opportunities?
The question seems unusual at first glance, but the answer is a resounding yes, a special needs trust can indirectly, …