Can I define family voting thresholds for major trust changes?
The question of family voting thresholds for major trust changes is a common one, and the answer is generally yes, …
Escondido Estate Planning
Can I appoint different people for estate and health decisions?
The question of whether you can appoint different people for estate and health decisions is a common one, and the …
Can a special needs trust fund skill-building board games or tools?
Absolutely, a special needs trust can absolutely fund skill-building board games or tools, and often *should*, as these purchases directly …
What are the banking compliance requirements for testamentary trust accounts?
Testamentary trust accounts, established through a will and activated after death, present unique banking compliance challenges, demanding meticulous adherence to …
Can a trust provide bonuses for maintaining consistent independent living?
The idea of incentivizing continued independent living through a trust is gaining traction as the population ages and desires to …