Can I require financial literacy training before distributions?
Absolutely, incorporating financial literacy training as a condition for distributions from a trust is a proactive and increasingly popular strategy, …
Escondido Estate Planning
Can a special needs trust sponsor subscription-based occupational therapy tools?
The question of whether a special needs trust (SNT) can sponsor subscription-based occupational therapy (OT) tools is complex and requires …
What is the rule against perpetuities?
The rule against perpetuities (RAP) is a notoriously complex legal principle in property law designed to prevent property interests from …
Can the trust mandate equal investment in international and domestic markets?
Absolutely, a trust can be meticulously crafted to mandate equal investment in both international and domestic markets, offering a diversified …
Can a trust reward involvement in restorative justice programs?
The question of whether a trust can reward involvement in restorative justice programs is increasingly relevant as alternative justice models …