Can I build in professional management of my estate’s investment portfolio?
The question of integrating professional investment management within an estate plan is a common one, and the answer is a …
Escondido Estate Planning
Can I allocate funds for future family-run cooperative businesses?
Yes, you absolutely can allocate funds for future family-run cooperative businesses through careful estate planning, utilizing tools like trusts and …
Can I give my trustee authority to pause distributions?
The question of whether you can grant your trustee the authority to pause distributions from a trust is a common …
Should a newlywed couple have one trust or two?
The question of whether a newlywed couple should establish one joint trust or two individual trusts is a common one, …
Can a special needs trust support organizational memberships tied to the disability?
Absolutely, a special needs trust can, and often *should*, support organizational memberships directly related to the beneficiary’s disability, but it …