Can I include restrictions preventing political lobbying with CRT remainder funds?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Escondido Estate Planning
Can I designate a financial coach to work with beneficiaries?
The question of whether you can designate a financial coach to work with beneficiaries through your estate plan is a …
Can a special needs trust provide incentives for healthy eating habits?
Absolutely, a special needs trust can be creatively structured to encourage and reward healthy eating habits for a beneficiary with …
Can a testamentary trust define financial independence criteria?
A testamentary trust, created within a will and taking effect after death, absolutely can and often *should* define financial independence …
Can I change the income beneficiary after the trust is established?
The flexibility to alter beneficiaries after a trust’s creation hinges significantly on the trust’s original terms and the type of …