Can the trust hold a specific minimum in cash reserves at all times?
Yes, a trust can absolutely be structured to maintain a specific minimum amount of cash reserves at all times, and …
Can I include instructions for trust asset reinvestment?
The question of how to manage and reinvest assets within a trust is a critical one, often overlooked in the …
Can I mandate trustee meetings with beneficiaries?
As a Living Trust & Estate Planning Attorney in Escondido, I frequently get asked about the level of communication required …
Can I assign generational financial literacy benchmarks to the trust?
The question of embedding financial literacy benchmarks within a trust is increasingly relevant, as estate planning evolves beyond simply asset …
Can I require a formal needs assessment to update trust goals?
Establishing a trust is not a one-time event; it’s a living document that should evolve alongside your life and the …
Can the trust hold a specific minimum in cash reserves at all times?
Absolutely, a trust can be designed to maintain a specific minimum in cash reserves at all times, and this is …
Can I include instructions for trust asset reinvestment?
Estate planning isn’t a one-time event; it’s a living document that needs to be revisited and adjusted as life changes …
Can a trust limit how much can be withdrawn annually?
Yes, a trust absolutely can, and often does, limit how much can be withdrawn annually, offering a powerful tool for …
Can I provide incentives for heirs who serve on nonprofit boards?
The question of whether you can incentivize heirs to serve on nonprofit boards is a common one in estate planning, …
Can I require the trustee to meet with my financial advisor annually?
The question of whether you can *require* a trustee to meet with your financial advisor annually is a nuanced one, …