Can I require verified community involvement hours for distributions?
The question of incorporating required community service hours as a condition for distributions from a trust or estate is a …
Escondido Estate Planning
Can a special needs trust pay for estate planning services for the beneficiary’s future?
Absolutely, a special needs trust can indeed pay for estate planning services for the beneficiary’s future, but it requires careful …
Can I require the charity to use the remainder in a specific way?
Yes, you can, to a degree, direct how a charity utilizes the remainder of assets within your estate plan, but …
Can I create regional education or mentorship funding with the trust?
Establishing regional education or mentorship funding through a trust is absolutely possible, and a remarkably effective way to enact lasting …
Can the trust specify a maximum annual distribution cap?
Absolutely, a trust can, and often *should*, specify a maximum annual distribution cap, providing a crucial layer of financial prudence …