Can I require transparency reports from business-owning beneficiaries?
As a trustee of a living trust, navigating the complexities of business ownership held within the trust requires a delicate …
Escondido Estate Planning
Can a bypass trust offer career sabbatical grants?
The question of whether a bypass trust can offer career sabbatical grants is complex, hinging on the trust’s specific terms …
Can I limit the ability to sell inherited real estate?
The question of controlling the disposition of inherited property, particularly real estate, is a common concern for estate planning, and …
Can a bypass trust restrict use of funds for elective surgeries?
A bypass trust, also known as a marital trust or an A-B trust, is a common estate planning tool designed …
Can I add a clause allowing financial penalties for misuse of distributions?
The question of incorporating financial penalties for the misuse of trust distributions is a complex one, frequently arising in estate …