Can I appoint a cultural preservation officer to a trust committee?
The question of appointing a cultural preservation officer to a trust committee is increasingly relevant, particularly in California where diverse …
Escondido Estate Planning
Can I prohibit trustee investment in fossil fuel companies?
The question of whether you can prohibit a trustee from investing in fossil fuel companies is gaining increasing attention, reflecting …
Can a testamentary trust support an elderly parent?
Testamentary trusts, established within a will and taking effect after death, present a nuanced solution for supporting an elderly parent, …
Can a trust include delayed review periods before funds are distributed?
Absolutely, a trust can, and often *should*, include delayed review periods, or “spendthrift” provisions, before funds are distributed, offering a …
Can I create income streams for each beneficiary through my plan?
Absolutely, crafting income streams for each beneficiary is a cornerstone of thoughtful estate planning, and a primary focus for Steve …