Can I include disaster recovery protocols for trust-owned assets?
Establishing a trust is a proactive step towards securing your future and the future of your loved ones, but often …
Escondido Estate Planning
Can the trust limit distributions to beneficiaries living in certain states?
Yes, a trust can absolutely limit distributions to beneficiaries residing in specific states, though the legality and enforceability depend on …
Can the trust invest in mission-aligned cooperatives?
Absolutely, a trust *can* invest in mission-aligned cooperatives, but careful consideration and adherence to trust document provisions and fiduciary duties …
Can I leave specific investment strategies in my plan for future heirs?
Yes, you absolutely can leave specific investment strategies for your future heirs within your estate plan, though it requires careful …
Does a testamentary trust go through probate?
Yes, a testamentary trust is created *within* a will and therefore initially goes through probate, but its assets do not …