Can I use estate planning to prepare for future medical decisions?
Absolutely, estate planning is a vital tool not just for distributing assets after your passing, but crucially for outlining your …
Escondido Estate Planning
Can a CRT be structured with a built-in flexibility clause for charitable intent?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I attach annual environmental reviews to property inheritance?
The question of attaching annual environmental reviews to property inheritance is a complex one, deeply intertwined with both estate planning …
Can a testamentary trust allow for discretionary bonuses?
Yes, a testamentary trust absolutely can, and often does, allow for discretionary bonuses, providing a flexible tool for estate distribution …
Can I tie disbursements to sustainable career pursuits?
The question of whether one can tie disbursements from a trust or estate to sustainable career pursuits—meaning education, training, or …