Can a trustee be penalized for violating investment guidelines?
Absolutely, a trustee can face significant penalties for violating the investment guidelines outlined in a trust document or as dictated …
Escondido Estate Planning
Can I use a living trust to qualify for VA benefits?
The question of whether a living trust impacts VA benefit eligibility is a common one for veterans and their families, …
Can I provide for relocation costs for heirs serving in underserved areas?
The question of incorporating relocation cost provisions for heirs dedicated to service in underserved areas within a trust or estate …
Can a trust include clauses to fund entrepreneurial risk?
Absolutely, a trust can be structured to include clauses specifically designed to fund entrepreneurial risks, though it requires careful planning …
Can I keep the trust secret from one of the beneficiaries?
The question of maintaining trust confidentiality, especially concerning specific beneficiaries, is a frequent one for estate planning attorneys like Steve …