Can I fund a CRT through installment contributions?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while receiving an …
Escondido Estate Planning
Can I include education savings accounts for grandchildren through the bypass trust?
The question of incorporating education savings accounts, such as 529 plans, within a bypass trust—also known as a credit shelter …
Can the trustee be sued?
Yes, a trustee can absolutely be sued, and it’s a critical consideration when someone agrees to take on this fiduciary …
Can I assign a financial mentor for young beneficiaries?
The question of guiding young beneficiaries towards financial responsibility after receiving an inheritance is a common and incredibly prudent one …
Can my estate plan fund a family intellectual property catalog?
The question of whether an estate plan can fund a family intellectual property (IP) catalog is increasingly relevant in today’s …