What happens to the trust if the will is invalid?
The relationship between a trust and a will is often misunderstood, and when a will is deemed invalid, the fate …
Escondido Estate Planning
Can I require beneficiaries to work in the family business?
The question of whether you can require beneficiaries to work in the family business within a trust or estate plan …
Can a special needs trust provide stipends for tech testing relevant to the beneficiary’s condition?
Absolutely, a Special Needs Trust (SNT) can, and often *should*, provide stipends for technology testing relevant to the beneficiary’s condition, …
Can I create instructions for heirs on managing environmental risks with inherited property?
Inheriting property presents numerous logistical and financial considerations, but often overlooked is the potential for environmental liabilities. These can range …
Can a trust require quarterly financial planning check-ins?
Absolutely, a trust can, and often *should*, require quarterly financial planning check-ins, establishing a proactive approach to wealth management and …