Do beneficiaries pay taxes on distributions from the trust?
The question of whether beneficiaries pay taxes on distributions from a trust is a common one, and the answer, as …
Escondido Estate Planning
Are distributions reported to the IRS?
Yes, distributions from a trust or estate are generally reported to the IRS, ensuring tax compliance and transparency in the …
Can a special needs trust support peer accountability groups?
The question of whether a special needs trust (SNT) can fund peer accountability groups is complex, but generally, yes, with …
Can I assign a family ombudsman to mediate internal trust disputes?
The idea of designating a family ombudsman to navigate the often-turbulent waters of trust disputes is gaining traction, but it’s …
Can I link a portion of trust distributions to ESG benchmarks?
The concept of aligning trust distributions with Environmental, Social, and Governance (ESG) benchmarks is a burgeoning field within estate planning, …