Should I share the trust terms with the beneficiaries?
Transparency regarding trust terms is a frequent question for trustees and settlors, and the answer isn’t always straightforward; it hinges …
Escondido Estate Planning
Can I link trust access to qualifying certifications or licenses?
The question of linking trust access to qualifying certifications or licenses is a nuanced one, deeply rooted in the principles …
Can I place educational limits on trust withdrawals?
The question of whether you can place educational limits on trust withdrawals is a common one for parents and grandparents …
Can I structure a tiered inheritance model tied to personal growth metrics?
The concept of structuring a tiered inheritance model tied to personal growth metrics is gaining traction as families seek to …
Can I limit or ban social media usage for trustees?
The question of limiting or banning social media usage for trustees is becoming increasingly relevant in modern estate and trust …