Can I require trustee term limits in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Escondido Estate Planning
Can a special needs trust include quarterly well-being check-ins?
Absolutely, a special needs trust can, and often should, include provisions for regular well-being check-ins, ensuring the beneficiary receives not …
Can a trust fund subscriptions to therapy-based mobile apps?
The question of whether a trust fund can cover subscriptions to therapy-based mobile apps is increasingly relevant in today’s digital …
Can I add a clause requiring transparency from the trustee in all transactions?
The question of trustee transparency is paramount in establishing a robust and trustworthy living trust, and absolutely, you can—and often …
Can I require quarterly audits from an independent firm?
Yes, you can absolutely require quarterly audits from an independent firm for a trust or estate, though it’s not a …