Can I require dual signatures for distributions above a set amount?
Absolutely, incorporating a requirement for dual signatures on distributions exceeding a predetermined amount is a common and highly recommended practice …
Escondido Estate Planning
Can the trust handle debt repayment for heirs?
A properly structured trust can indeed handle debt repayment for heirs, but it’s not a simple yes or no answer; …
Can I assign trustees with dual expertise in finance and sustainability?
The question of assigning trustees with dual expertise in finance and sustainability is increasingly relevant as beneficiaries and settlors prioritize …
Can a special needs trust pay for ergonomic occupational equipment certification?
A special needs trust (SNT) can potentially pay for ergonomic occupational equipment certification, but the specifics depend heavily on the …
Can a special needs trust include transportation planning services?
Absolutely, a special needs trust can and often *should* include provisions for transportation planning services, recognizing that reliable transport is …