Can the trust help set up a social enterprise for the beneficiary?
Establishing a trust isn’t just about financial security; it’s a versatile tool that can extend to supporting a beneficiary’s passions, …
Escondido Estate Planning
What happens if my trustee becomes incapacitated?
The question of what happens when a trustee becomes incapacitated is a very real concern for many who establish trusts, …
Can the trust use biometric verification for high-value transactions?
The integration of biometric verification into trust and estate planning, particularly for high-value transactions, is a rapidly evolving area with …
Can I cap the trust’s exposure to any one investment sector?
Absolutely, strategically limiting a trust’s exposure to specific investment sectors is a common and prudent practice in modern estate planning, …
Can I require ethical certification from investment managers?
Absolutely, you can, and in many cases, should require ethical certification from investment managers, particularly when establishing or overseeing a …