Can I restrict access to funds for politically exposed persons?
The question of restricting access to funds for politically exposed persons (PEPs) is increasingly relevant in estate planning, especially concerning …
Escondido Estate Planning
Can I set a minimum age for beneficiaries to receive assets?
Yes, you absolutely can set a minimum age for beneficiaries to receive assets within your estate plan, and it’s a …
Can I require my trustee to submit to annual third-party audits?
As the grantor of a living trust, you certainly can outline specific requirements for your trustee, including stipulations for annual …
Can I require real-time reporting of trust spending to beneficiaries?
The question of demanding real-time reporting of trust spending from beneficiaries is a surprisingly common one, often stemming from a …
Can I restrict use of trust funds for gambling or speculative investments?
Establishing a trust allows for remarkable control over how and when assets are distributed, and the question of restricting funds …