What happens if a trustee breaches their fiduciary duty?
A trustee has a legal and ethical obligation to act in the best interests of the beneficiaries of a trust, …
Escondido Estate Planning
Do testamentary trusts require a separate tax ID?
Testamentary trusts, created through a will, often necessitate a separate tax ID, formally known as an Employer Identification Number (EIN), …
Can I require mental health assessments before distributions?
The question of whether you can require mental health assessments before distributions from a trust is complex, deeply rooted in …
Can a bypass trust fund the construction of an ADU for caregiving relatives?
Navigating the complexities of estate planning often brings up unique scenarios, and the question of using trust funds for specific …
Can I prohibit trustee investment in AI or emerging tech sectors?
The question of restricting a trustee’s investment choices, particularly concerning rapidly evolving sectors like artificial intelligence (AI) and emerging technologies, …