Can a special needs trust include a clause for culturally specific care resources?
Absolutely, a special needs trust can, and often *should*, include a clause for culturally specific care resources, recognizing the vital …
Escondido Estate Planning
Can I set lifetime earning limits for certain classes of distributions?
The question of limiting lifetime earnings from trust distributions is a nuanced one, frequently encountered in estate planning with Steve …
Can I require financial planning approval before large distributions?
The question of whether you can require financial planning approval before large distributions from a trust is a common and …
Can a trust include review triggers for policy or political changes in disability law?
The question of whether a trust can incorporate review triggers linked to shifts in disability law or policy is increasingly …
What is a trust protector and should I name one?
A trust protector is a designated individual, or sometimes an entity, granted specific powers over a trust, allowing them to …