Can I establish a private family credit rating monitored by the trustee?
The concept of establishing a “private family credit rating” monitored by a trustee is unconventional, yet touches upon legitimate estate …
Escondido Estate Planning
What happens if trust terms conflict with the state’s inheritance laws?
When a trust’s instructions clash with the established inheritance regulations of a state like California, a legal dance begins to …
Can I require proof of financial hardship for early principal access?
The question of requiring proof of financial hardship before allowing access to the principal of a trust, particularly one established …
Can I include milestones in a special needs trust to encourage independence?
Establishing a special needs trust (SNT) is a powerful tool for securing the future of a loved one with disabilities, …
Can I assign someone to oversee creative works I’ve produced?
Yes, you absolutely can assign someone to oversee your creative works, and doing so is a critical component of comprehensive …