Can the trust cover initial setup of independent budgeting tools?
The question of whether a trust can cover the initial setup of independent budgeting tools is a nuanced one, deeply …
Escondido Estate Planning
Can I specify different trustees for income vs. principal management?
The question of whether you can specify different trustees for income versus principal management within a trust is a common …
Can the trust fund continuing education for retirees?
The question of whether a trust fund can cover continuing education for retirees is a common one, and the answer …
Can I establish a quarterly review process for discretionary distributions?
Establishing a quarterly review process for discretionary distributions within a trust is not only possible but often a best practice …
How are beneficiaries designated in an irrevocable trust?
Designating beneficiaries in an irrevocable trust is a crucial step in estate planning, fundamentally dictating who will ultimately receive assets …