Can I limit the trustee’s discretion in the trust document?
Establishing a trust is a powerful tool for managing and distributing assets, but it inherently involves granting a trustee considerable …
Escondido Estate Planning
Can I prohibit real estate flips using trust-purchased properties?
The question of restricting “flipping” – the quick resale of properties for profit – when real estate is held within …
Can I tie usage of estate properties to community enrichment efforts?
The question of leveraging estate properties for community benefit is gaining traction as individuals increasingly seek ways to leave a …
Can a testamentary trust be terminated early?
A testamentary trust, established within a will and coming into effect upon death, is designed to manage assets for beneficiaries …
How often should a special needs trust be reviewed?
Establishing a special needs trust is a crucial step in securing the future for a loved one with disabilities, but …