Can I build in ESG guidelines for trust investments?
Increasingly, individuals and families are not only focused on financial returns from their trust investments but also on the societal …
Escondido Estate Planning
Can a CRT be funded with real estate in an LLC?
Charitable Remainder Trusts (CRTs) offer a sophisticated strategy for charitable giving coupled with potential income tax benefits, but the intricacies …
Can a testamentary trust penalize risky investment behavior?
Testamentary trusts, established through a will and taking effect after death, offer a fascinating degree of control over inherited assets, …
Can the trust carry on if the trustee resigns?
The continuity of a trust is a frequent concern for those establishing estate plans, and the question of what happens …
Can I combine bypass trust terms with a generation-skipping trust structure?
Combining bypass trust terms with a generation-skipping trust (GST) structure is indeed possible, and often a sophisticated estate planning technique …