Can a testamentary trust fund cross-generational storytelling or media projects?
Testamentary trusts, established through a will and taking effect after death, are traditionally viewed as tools for managing assets and …
Escondido Estate Planning
Can a special needs trust pay for online dating services tailored to people with disabilities?
The question of whether a special needs trust (SNT) can cover the costs of online dating services designed for individuals …
Can I set milestone-based investment releases?
The question of whether you can structure investment releases based on milestones is a crucial one for many estate plans, …
What are the annual reporting obligations for the trust?
Trusts, while excellent vehicles for asset management and estate planning, aren’t simply “set it and forget it” entities; they come …
Can I assign fiduciary succession protocols?
The seamless transfer of responsibility when a trustee or executor is unable to continue their duties is a crucial, yet …