Can I allow third-party audits of trust activity?
Trusts, while offering robust asset protection and estate planning benefits, often operate with a degree of privacy; however, circumstances may …
Escondido Estate Planning
Can I require the trustee to publish annual financial summaries?
As a beneficiary of a living trust, the question of transparency regarding financial matters is crucial, and yes, you can …
Can I place intellectual property rights into a testamentary trust?
Yes, you absolutely can place intellectual property (IP) rights—like copyrights, patents, trademarks, and trade secrets—into a testamentary trust, though it …
Can a special needs trust distribute funds on a monthly schedule?
Yes, a special needs trust absolutely can distribute funds on a monthly schedule, and in many cases, that’s precisely what’s …
Are there penalties for not following the trust terms?
Trusts are powerful estate planning tools, but their effectiveness hinges on adherence to the terms outlined in the governing document; …