Can I require quarterly beneficiary check-ins for updates?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s not a ‘set it and forget …
Escondido Estate Planning
Can I provide additional funds for beneficiaries who adopt or foster children?
The question of supplementing trust distributions for beneficiaries who undertake the significant financial and emotional commitment of adoption or foster …
Can I structure the trust to prioritize education over other expenses?
Absolutely, a trust can be meticulously structured to prioritize educational expenses for your beneficiaries, ensuring their future academic pursuits are …
Can a trust provide support for gender-affirming care?
Yes, a trust can absolutely be structured to provide financial support for gender-affirming care, offering a dedicated means to ensure …
Can the trust include built-in protections for beneficiaries with special needs?
Absolutely, a thoughtfully constructed trust can and *should* include specific provisions to protect beneficiaries with special needs, ensuring their long-term …