Can a CRT make payments in kind rather than cash?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a period, and …
Escondido Estate Planning
What level of financial disclosure can I legally require from beneficiaries?
As a grantor establishing a trust, it’s natural to want reassurance that distributions are being used responsibly, especially when those …
Can a testamentary trust be created through a handwritten will?
Testamentary trusts, established within a last will and testament, offer a powerful way to control asset distribution even after one’s …
Can I include guidelines for environmentally conscious investing in the trust?
Yes, absolutely you can include guidelines for environmentally conscious investing within your trust documents, and it’s becoming increasingly common as …
Can testamentary trusts operate across different legal jurisdictions?
Testamentary trusts, created through a will and taking effect after death, present unique challenges when the grantor, trustee, or beneficiary …