Can I prohibit distributions during economic recessions?
The question of whether you can prohibit distributions from a trust during economic recessions is a complex one, deeply rooted …
Escondido Estate Planning
Can a trust incentivize care of aging family members?
The question of whether a trust can incentivize care for aging family members is increasingly relevant as demographics shift and …
What are the reporting requirements for high-value trusts?
High-value trusts, generally those exceeding $5 million in assets, face increasingly complex reporting requirements designed to ensure tax compliance and …
Can I specify that trust distributions be in a specific currency?
The question of specifying currency for trust distributions is a common one, particularly in our increasingly globalized world, and the …
Can I require collaboration among beneficiaries for large distributions?
Yes, you can absolutely require collaboration among beneficiaries for large distributions from a trust, and it’s a surprisingly common and …