Can I give heirs the option to delay their inheritance for tax benefits?
The question of strategically delaying an inheritance for tax advantages is a common one, and the answer is yes, with …
Escondido Estate Planning
Can I add provisions for digital backup and archiving of trust documents?
In today’s increasingly digital world, the question of how to securely store and maintain trust documents is paramount, and yes, …
Can I limit eligibility for distributions to those who pass a fiduciary exam?
The question of whether you can limit eligibility for distributions from a trust to those who pass a fiduciary exam …
Can I instruct the trustee to consider local economic needs when choosing investments?
Absolutely, you can, and often should, provide guidance to your trustee regarding your values and priorities, including a preference for …
Can the trust require that vacation properties be used communally by all heirs?
Yes, a trust can absolutely require that vacation properties, or any assets for that matter, be used communally by all …