Can I include sunset provisions that phase out the trust over time?
Sunset provisions, also known as termination clauses, are indeed a valuable tool within the realm of trust and estate planning, …
Escondido Estate Planning
Can a revocable trust be used in business succession planning?
Absolutely, a revocable trust is a powerful and versatile tool frequently employed in business succession planning, offering a flexible framework …
Can I allow digital voting for trust-related decisions?
The question of whether to allow digital voting for trust-related decisions is gaining traction as technology advances, however, it’s a …
Can the trust require a minimum waiting period before a major purchase?
Absolutely, a trust can, and often should, require a minimum waiting period before a beneficiary can make a major purchase …
Can a special needs trust subsidize the purchase of medical-grade skincare?
Navigating the complexities of special needs trusts (SNTs) often brings up questions about permissible expenses, and the potential to cover …