What if I die before the trust is fully funded?
The question of what happens if you pass away before fully funding your trust is a common and valid concern …
Escondido Estate Planning
Can I structure an estate plan to benefit both family and charity?
Absolutely, it is not only possible but increasingly common to structure an estate plan that thoughtfully benefits both loved ones …
Can the CRT be used to support a revolving scholarship fund?
Charitable Remainder Trusts (CRTs) present a fascinating avenue for philanthropic endeavors, and the question of whether they can support a …
Can I restrict trustees from making investment decisions without consensus?
Establishing clear guidelines for trustee investment decisions, particularly requiring consensus, is a crucial aspect of comprehensive estate planning and can …
What is a special needs trust?
A special needs trust, also known as a supplemental needs trust, is a legally established arrangement designed to hold assets …