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 …
Escondido Estate Planning
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 …