Can I use a trust to mandate family business succession rules?
Yes, a trust is an exceptionally powerful tool to meticulously plan and enforce family business succession rules, ensuring a smooth …
Escondido Estate Planning
Can I receive a tax deduction in more than one year from a CRT?
Charitable Remainder Trusts (CRTs) offer a unique opportunity to benefit both your favorite charities and your own financial situation, but …
Can I require the trustee to follow specific ethical investment guidelines?
Absolutely, you can and often should, require a trustee to adhere to specific ethical investment guidelines when establishing a trust, …
Can I tie disbursements to independent assessments of life stability?
The question of linking trust disbursements to independent assessments of a beneficiary’s life stability is a complex one, frequently encountered …
Can a special needs trust subsidize broadband for telehealth usage?
The question of whether a special needs trust (SNT) can subsidize broadband for telehealth usage is increasingly relevant as telehealth …