What legal documents are required for a testamentary trust?
A testamentary trust, established through a will, becomes effective only upon the grantor’s death, making it a powerful tool for …
Escondido Estate Planning
Can the trust require evaluations before new therapies are funded?
Establishing a special needs trust is a powerful tool for ensuring the long-term care and financial security of a loved …
Can I provide for environmental conservation through the trust?
Absolutely, incorporating environmental conservation into your trust is a growing trend and a powerful way to ensure your values extend …
Can I choose how and when assets are distributed to heirs?
The short answer is absolutely, and that control is a primary benefit of thoughtful estate planning, especially utilizing tools like …
What happens if the trust makes an improper distribution?
Improper distributions from a trust can trigger a cascade of legal and financial complications, potentially undermining the entire purpose of …