Can I allow beneficiaries to choose from a pool of assets?
The flexibility to allow beneficiaries to select assets from a trust is a common desire for many estate planners, and …
Escondido Estate Planning
Can I provide bonuses for sustainable investment returns?
The question of incentivizing investment managers with bonuses tied to sustainable returns is gaining traction, reflecting a broader shift towards …
Can a bypass trust require a beneficiary to attend counseling before receiving funds?
The question of whether a bypass trust can require a beneficiary to attend counseling before receiving funds is complex, hinging …
Can a trust support infrastructure development on family land?
Family land often holds sentimental value, but sometimes requires strategic investment to reach its full potential, and a trust can …
Can I restrict investment in specific industries through my trust?
Absolutely, you can restrict investment in specific industries through your trust, and it’s a surprisingly common request, reflecting a desire …