Can I require that the trust fund health tracking devices for dependents?
The question of incorporating stipulations regarding health tracking devices for dependents within a trust is increasingly relevant in today’s technologically …
Escondido Estate Planning
Can I use a testamentary trust with a blended family?
Navigating estate planning within a blended family—one comprised of children from previous relationships, alongside current spouses—presents unique challenges, and testamentary …
Can a bank act as a trustee for a testamentary trust?
Yes, a bank can absolutely act as a trustee for a testamentary trust, and it’s a fairly common arrangement, particularly …
Can a special needs trust contribute to a beneficiary’s wedding?
Navigating the complexities of a special needs trust requires careful consideration, especially when it comes to significant life events like …
Can I require the trust to maintain a percentage in liquid assets?
Yes, you absolutely can, and often should, require a trust to maintain a certain percentage of assets in a liquid …