Can I set up recurring family meetings through estate planning funds?
The idea of using estate planning funds to facilitate ongoing family gatherings is both innovative and entirely possible, though it …
Escondido Estate Planning
Can I prevent a bypass trust from investing in non-diversified funds?
A bypass trust, also known as a credit shelter trust or an exemption trust, is a crucial estate planning tool …
Can I appoint an independent investment advisor for the trust?
Absolutely, you can and often should appoint an independent investment advisor for your trust, and this is a common and …
Can I require trustees to hold regular strategy meetings?
Establishing a clear framework for trustee communication and strategic oversight is vital for the effective administration of any trust, and …
Can I require use of specific financial institutions by the trustee?
Establishing a living trust is a cornerstone of comprehensive estate planning, allowing individuals to maintain control over their assets while …