What is a digital trustee?
The concept of a digital trustee is rapidly evolving alongside advancements in technology and the increasing digitization of assets, encompassing …
Escondido Estate Planning
Can I incentivize low-carbon travel behavior in trust disbursement?
The question of incorporating environmental considerations, specifically incentivizing low-carbon travel, into trust disbursement is increasingly relevant as beneficiaries become more …
Can I require co-trustee approval for all major distributions?
Absolutely, you can, and often should, require co-trustee approval for major distributions from a trust, particularly when dealing with significant …
Can I establish thresholds for net worth before reducing distributions?
Establishing thresholds for net worth before reducing distributions from a trust is a complex area of estate planning, but absolutely …
Can I require that trust-funded tech be set up with privacy settings enabled?
The increasing integration of technology into estate planning, particularly with trust-funded assets, presents unique challenges regarding privacy and data security, …