Can I specify blackout periods during which no distributions may occur?
Absolutely, specifying blackout periods—times when distributions from a trust are paused—is a common and entirely permissible practice in estate planning, …
Escondido Estate Planning
Can the trust be written to support home-based elder care for a surviving spouse?
Absolutely, a trust can be meticulously crafted to provide financial support for home-based elder care for a surviving spouse, and …
Can I plan for heir participation in family councils or boards?
Family wealth, particularly when substantial, often necessitates a proactive approach to ensure its responsible stewardship across generations. Planning for heir …
Can I plan for inheritance of non-titled property like tools or musical instruments?
Absolutely, you can and should plan for the inheritance of non-titled personal property, such as tools, musical instruments, jewelry, or …
Can I create sunset provisions for specific clauses?
The concept of “sunset provisions” – clauses that automatically expire after a predetermined date – is absolutely applicable and increasingly …