Can I restrict the sale of specific assets without trustee approval?
The question of restricting asset sales within a trust without trustee approval is a common concern for those establishing or …
Escondido Estate Planning
Can the trust reward beneficiaries for long-term goal achievement (e.g., sobriety milestones)?
Absolutely, a trust can be structured to reward beneficiaries for achieving long-term goals, such as maintaining sobriety, completing educational degrees, …
Can a bypass trust distribute assets unevenly among beneficiaries?
The short answer is yes, a bypass trust, also known as a credit shelter trust or an A-B trust (though …
Can I offer interest-free loans instead of outright gifts?
Offering interest-free loans instead of outright gifts is a common estate planning strategy, allowing individuals to provide financial assistance to …
Can I mandate the use of fiduciary advisors in trust management?
The question of whether you can mandate the use of fiduciary advisors in trust management is complex, deeply rooted in …