Can I specify a method for distributing trust income versus principal?
Absolutely, as the Grantor of a trust, you possess significant control over how trust assets are distributed, specifically delineating between …
Wildomar Estate Planning
Can I assign family elders as distribution gatekeepers with advisory power?
The idea of involving family elders as distribution gatekeepers, possessing advisory power over the disbursement of assets within a trust …
Can a special needs trust fund professional organizational memberships?
Navigating the world of special needs trusts requires careful consideration of numerous factors, and one often overlooked aspect is the …
Where should I store trust documents?
Establishing a trust is a significant step in estate planning, but the work doesn’t end with its creation; secure storage …
Can a special needs trust include rewards for goal achievement?
Absolutely, a special needs trust can, and often should, include provisions for rewarding goal achievement, but it requires careful structuring …