Can I make distributions dependent on financial literacy training?
The idea of tying distributions from a trust or estate to a beneficiary’s completion of financial literacy training is gaining …
Escondido Estate Planning
Can I require a psychologist’s certification for mentally ill heirs before disbursement?
Navigating estate distribution to heirs with mental health challenges presents unique legal and ethical considerations, and while a direct requirement …
Can the trust include protections from creditors of the beneficiaries?
Absolutely, a trust can be structured to include protections from the creditors of its beneficiaries, although the degree of protection …
Can the trust cover retraining for a mid-career job change?
The question of whether a trust can cover retraining for a mid-career job change is multifaceted, hinging on the specific …
Who pays taxes on income from the trust?
Determining who pays taxes on income from a trust is a surprisingly complex question, and the answer depends heavily on …