Can I assign an ombudsman role for beneficiary concerns?
The question of assigning an ombudsman role for beneficiary concerns within a trust or estate plan is gaining traction as …
Escondido Estate Planning
Can the trust help support technological training for job placement?
Absolutely, a properly structured trust can be a powerful tool to fund technological training aimed at job placement for beneficiaries, …
Can I require trustees to follow a mission-aligned investment policy?
Yes, you absolutely can require trustees to follow a mission-aligned investment policy, and increasingly, it’s becoming a common and legally …
Can I implement AI tools to monitor estate performance?
The question of integrating artificial intelligence into estate and trust administration is rapidly moving from futuristic concept to practical reality, …
Can the trust allow fractional asset purchases like shared real estate?
Absolutely, a properly drafted trust can absolutely accommodate fractional asset purchases, including shared real estate, offering a flexible approach to …