Can I specify a method for distributing trust income versus principal?
Absolutely, as the Grantor of a trust, you have significant control over how income and principal are distributed to beneficiaries, …
Escondido Estate Planning
Can I assign family elders as distribution gatekeepers with advisory power?
The idea of involving family elders as distribution gatekeepers with advisory power within a trust or estate plan is a …
Can a mortgage stay on a property held in a trust?
Yes, a mortgage can absolutely remain on a property transferred into a trust, but it requires careful handling and communication …
Can I stagger inheritance over decades instead of lump sums?
The prospect of leaving a legacy for loved ones is often accompanied by concerns about how best to manage those …
Can a special needs trust include rewards for goal achievement?
The question of incorporating incentives within a special needs trust (SNT) is a nuanced one, deeply intertwined with maintaining eligibility …