Can the trust require all distributions be approved by a family advisor?
Absolutely, a trust can absolutely require all distributions to be approved by a family advisor, and in many cases, doing …
Escondido Estate Planning
How do I notify the IRS about a trust?
Establishing a trust is a crucial step in estate planning, but it’s equally important to properly notify the Internal Revenue …
Can I use a trust to fund a future home for my kids?
Absolutely, a trust can be a very effective tool to fund a future home for your children, offering both financial …
Can I design gamified financial learning experiences as trust preconditions?
The concept of integrating gamified financial learning experiences as preconditions within a trust, particularly when establishing provisions for beneficiaries, is …
Can the trust require that educational grants be repaid if not completed?
The question of whether a trust can require repayment of educational grants if not completed is a surprisingly common one …