Can I instruct the trustee to consider local economic needs when choosing investments?
The question of directing a trustee to prioritize local economic needs when making investment decisions is complex, blending legal obligations …
Wildomar Estate Planning
Can the trust require that vacation properties be used communally by all heirs?
Absolutely, a trust can absolutely require that vacation properties be used communally by all heirs, and it’s a surprisingly common …
Can I set lifetime earning limits for certain classes of distributions?
The question of whether you can set lifetime earning limits for certain classes of distributions within a trust is a …
Can I require financial planning approval before large distributions?
Absolutely, incorporating a requirement for financial planning approval before large distributions from a trust is a proactive and increasingly common …
Can a trust include review triggers for policy or political changes in disability law?
The creation of a special needs trust is a powerful tool for safeguarding the future of individuals with disabilities, but …