Can I require certified financial planners to approve large disbursements?
The question of whether you can require certified financial planners (CFPs) to approve large disbursements from a trust is a …
Escondido Estate Planning
Can I designate that excess income from the trust be reinvested?
Establishing a trust is a powerful tool for managing assets and ensuring your wishes are carried out, but many clients …
Can the trust limit access to certain classes of assets?
Yes, a trust can absolutely limit access to certain classes of assets, providing a powerful tool for estate planning and …
Can I assign a climate impact officer to oversee environmental compliance of the trust?
The question of assigning a climate impact officer to oversee the environmental compliance of a trust is gaining traction as …
Can I provide assistance for court or custody proceedings involving heirs?
Navigating court or custody proceedings involving heirs can be incredibly complex, extending far beyond simply updating a will or trust. …