Can the trust provide startup capital for supported employment?
Establishing a trust can be a powerful tool for securing a future for a loved one with special needs, and …
Escondido Estate Planning
Can a special needs trust include recurring trustee accountability reports?
Yes, a special needs trust can, and often *should*, include provisions for recurring trustee accountability reports, providing crucial oversight and …
Can I name a family council to advise the trustee?
Establishing a family council to advise the trustee of a trust is a frequently asked question and a beneficial practice …
Can I require pre-approval for any single expense over a set amount?
Establishing pre-approval thresholds for expenses within a trust is a crucial component of responsible trust administration, ensuring that the trustee …
Can I use biometrics for beneficiary verification?
The integration of biometric technology into beneficiary verification processes is a rapidly evolving area within estate planning, offering potential enhancements …