Can I allow early access to trust income for healthcare crises only?
Navigating the complexities of trust law often brings questions about flexibility, particularly when unforeseen circumstances like healthcare crises arise. While …
Escondido Estate Planning
Can I require the trustee to take a biennial course on fiduciary law updates?
As a grantor establishing a living trust, the question of ongoing trustee education is a prudent one, reflecting a commitment …
Can I transfer stock or bonds to my trust?
Yes, you absolutely can, and often should, transfer stock and bonds into your living trust as part of a comprehensive …
Can I include clauses that allow redistribution after global financial crises?
The question of incorporating clauses into a living trust that trigger redistribution of assets following a global financial crisis is …
How often should I review my irrevocable trust?
Irrevocable trusts, while offering significant benefits in estate planning, aren’t “set it and forget it” tools; regular review is crucial …