What makes a trust legally enforceable?
A trust, at its core, is a legally binding arrangement where one party (the trustee) holds assets for the benefit …
Escondido Estate Planning
Can I mandate that a trustee rotation happen every five years?
The idea of regularly rotating trustees – perhaps every five years – is a fascinating one, often stemming from a …
Can the trust purchase software for communication assistance?
Yes, a trust can absolutely purchase software for communication assistance, provided the terms of the trust document allow for such …
Can a trust own rental property?
Yes, a trust can absolutely own rental property, and in many estate planning scenarios, it’s a highly beneficial strategy for …
Can a trust require financial reporting by beneficiaries?
Absolutely, a trust can indeed require financial reporting by beneficiaries, and it’s a surprisingly common, and often crucial, component of …