Can a CRT provide for early remainder release if donor health fails?
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 direct that my estate support specific political or advocacy causes?
Yes, you absolutely can direct that your estate support specific political or advocacy causes, but it’s a surprisingly complex area …
Can a bypass trust be structured as a dynasty trust?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust, can absolutely be structured as …
Can a trustee be sued by a beneficiary?
Yes, a trustee can absolutely be sued by a beneficiary, and these suits are, unfortunately, becoming increasingly common as the …
Can I limit distributions to net-zero lifestyle adopters?
The question of whether you can limit distributions from a trust to beneficiaries who adhere to a “net-zero lifestyle” is …