Can I require relocation to family-owned land for access to funds?
The question of tying access to inherited funds to a requirement of relocating to family-owned land is complex, navigating legal, …
Escondido Estate Planning
Can I direct funds toward grief support during trust transitions?
The process of settling a loved one’s trust, while providing financial security for beneficiaries, is often deeply intertwined with emotional …
Can the trust prohibit early distributions except in cases of terminal illness?
Yes, a trust can absolutely be structured to prohibit early distributions of assets to beneficiaries except under specific, limited circumstances, …
Can I structure estate distributions to encourage savings?
Absolutely, estate planning offers powerful tools to not only distribute assets but also to incentivize and guide beneficiaries toward financial …
Can I include a non-disclosure agreement within a testamentary trust?
The question of incorporating a non-disclosure agreement (NDA) within a testamentary trust is complex, yet increasingly relevant in an era …