Can I specify minimum payout requirements for the charitable remainder?
The creation of a Charitable Remainder Trust (CRT) allows individuals to donate assets to charity while retaining an income stream, …
Escondido Estate Planning
What is a per capita distribution in a trust?
A per capita distribution in a trust signifies a method of distributing trust assets where each beneficiary receives an equal …
Can a special needs trust be used for pets or service animals?
The question of whether a special needs trust can benefit pets or service animals is a surprisingly common one, particularly …
Can I require quarterly performance reviews of trust investments?
As a beneficiary or even a trustee, understanding and monitoring the performance of trust investments is crucial, and the question …
Can a special needs trust support a service that tracks prescriptions?
Navigating the financial and logistical aspects of care for a loved one with special needs requires diligent planning, and a …