Can I require tax-preparer sign-off before distributions?
The question of requiring tax-preparer sign-off before distributions from a trust is a complex one, deeply intertwined with the legal …
Escondido Estate Planning
Can I create a trust specifically for a future wedding?
Yes, you absolutely can create a trust specifically earmarked for future wedding expenses, and it’s becoming an increasingly popular estate …
Can the trust mandate recurring beneficiary satisfaction surveys?
The concept of a trust mandating recurring beneficiary satisfaction surveys is an innovative, though complex, area within estate planning, and …
Can a trust hold rental property?
Yes, a trust can absolutely hold rental property, and in many estate planning scenarios, it’s a highly advantageous strategy; it …
Can I stipulate that heirs must undergo mental health evaluations before accessing funds?
The question of whether you can stipulate mental health evaluations for heirs before they receive funds from a trust is …