Can I assign liquidation triggers based on geopolitical events?
The question of whether you can assign liquidation triggers based on geopolitical events within a trust or estate plan is …
Escondido Estate Planning
Can a special needs trust fund immersive therapy programs abroad with medical approval?
The question of utilizing funds from a special needs trust (SNT) for immersive therapy programs abroad, even with medical approval, …
Can I plan to avoid disputes between co-trustees?
Co-trustees, while intended to provide balanced oversight of a trust, can unfortunately become sources of conflict, jeopardizing the trust’s smooth …
Can I allocate digital asset royalties to specific heirs?
The question of whether you can allocate digital asset royalties to specific heirs within your estate plan is becoming increasingly …
Can I name a tech advisor to support digital asset management in the trust?
The increasing prevalence of digital assets—cryptocurrencies, NFTs, online accounts, and digital content—presents a unique challenge to traditional estate planning. While …