Can I set a ceiling for how much any one beneficiary may receive?
Estate planning, particularly when utilizing trusts, often involves carefully considering how assets are distributed among beneficiaries. A common concern for …
San Diego County
Can I Sell My Business into My Trust?
The question of whether you can sell your business into your trust is a common one for business owners engaging …
Can I schedule evaluations for beneficiaries’ personal development plans?
The question of scheduling evaluations for beneficiaries’ personal development plans within the context of a trust is a nuanced one, …
Can I reward nonprofit employment with increased distribution rates?
The question of whether to reward nonprofit employment with increased distribution rates within a trust is a complex one, deeply …
Can I reward a caregiver heir with a larger inheritance?
The question of whether you can reward a caregiver heir with a larger inheritance is a common one, particularly as …
Can I restrict use of trust funds for online gambling platforms?
The question of restricting the use of trust funds for specific purposes, such as online gambling, is a common concern …
Can I restrict trustees from making investment decisions without consensus?
The question of restricting trustees from making investment decisions without consensus is a frequent concern for individuals establishing trusts, particularly …