Can I choose how the trust income is distributed—monthly or quarterly?
The flexibility in receiving distributions from a trust is a common concern for beneficiaries, and the answer, while seemingly straightforward, …
Escondido Estate Planning
Can I write a “final wishes” memo to go with my trust?
Absolutely, creating a “final wishes” memo to accompany your trust is a remarkably insightful step in estate planning, and Steve …
Can I force the sale of specific assets at liquidation?
The question of forcing the sale of specific assets during liquidation, particularly within the context of a trust or estate, …
Can a special needs trust fund access to disability-themed literature?
Navigating the complexities of special needs trusts requires careful consideration of allowable expenses, and while it might seem unusual, accessing …
Can I include provisions for automatic income reduction after certain thresholds?
The question of incorporating automatic income reduction provisions within a trust is a sophisticated one, frequently encountered by individuals seeking …