Can the trust limit housing payments to primary residences only?
Establishing a trust is a powerful tool in estate planning, allowing for the management and distribution of assets according to …
Escondido Estate Planning
Can I make disbursements contingent on family mediation?
The question of whether to tie trust disbursements to family mediation is becoming increasingly common as families navigate complex estate …
Can I allow virtual meetings for trustee decisions?
The question of whether to allow virtual meetings for trustee decisions has become increasingly relevant, especially in the wake of …
Can a bypass trust be conditioned on compliance with a prenup agreement?
The question of whether a bypass trust can be conditioned on compliance with a prenuptial agreement is complex, navigating the …
Can I set up staggered distributions for my children?
Absolutely, establishing staggered distributions for your children through a trust is a common and highly effective estate planning strategy, allowing …