Can a CRT terminate early due to financial hardship of the beneficiary?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools designed to provide income to a beneficiary for a specified term …
Escondido Estate Planning
Can I block political endorsements using inheritance wealth?
The question of whether one can legally restrict how inherited wealth is used for political endorsements is complex, touching upon …
Is a testamentary trust part of a will?
A testamentary trust isn’t exactly *part* of a will in the sense of being a standard clause, but rather it’s …
Can a bypass trust support the relocation costs of a beneficiary?
The question of whether a bypass trust can support the relocation costs of a beneficiary is complex and hinges heavily …
Can I create funding triggers tied to economic indicators?
The possibility of linking trust distributions to economic indicators is an increasingly popular and sophisticated estate planning technique, offering flexibility …