Can I require a co-signer for large distributions?
As a trustee, managing assets within a living trust requires diligent oversight, and the question of requiring a co-signer for …
Escondido Estate Planning
Can a testamentary trust support specific medical needs?
A testamentary trust, established through a will and taking effect after death, absolutely can be designed to support specific medical …
Can I set up a testamentary trust for minor children?
Yes, you absolutely can establish a testamentary trust for your minor children, and it’s a remarkably common and effective estate …
Can I include directions for successor trustees?
Navigating the responsibilities of a successor trustee can feel overwhelming, and proactively including detailed directions within a trust document or …
Can I set up the trust so that distributions are based on academic performance?
The idea of tying trust distributions to academic performance is increasingly popular, though it requires careful planning and legal expertise …