Can I require independent asset appraisals every three years?
Establishing the value of assets within a trust or estate is crucial for accurate tax reporting, fair distribution to beneficiaries, …
Escondido Estate Planning
Can I restrict access to trust financial statements to certain beneficiaries?
The question of restricting access to trust financial statements is a common one, and the answer isn’t always straightforward, but …
Can the income recipient reside outside the U.S.?
The question of whether a beneficiary of a trust or estate can reside outside the United States is a common …
What professional services should be involved in managing a testamentary trust?
A testamentary trust, established through a will and taking effect after death, requires a careful orchestration of professional expertise to …
Can a special needs trust provide funding for a personal care assistant’s training?
Absolutely, a special needs trust can, under specific circumstances, provide funding for a personal care assistant’s training, but it requires …