Can I name a trust company as both trustee and remainder beneficiary?
Yes, it is permissible to name a trust company as both the trustee and the remainder beneficiary of a trust, …
Escondido Estate Planning
Can I create a separate estate plan for my digital assets only?
The question of whether you can create a separate estate plan for your digital assets only is becoming increasingly relevant …
Can I include a review clause tied to major life milestones?
The idea of incorporating review clauses tied to major life milestones into a Living Trust is not only permissible but …
Can the trust distribute income to support public interest work?
Yes, a trust can absolutely be structured to distribute income to support public interest work, offering a powerful vehicle for …
Can I schedule annual beneficiary audits?
Ensuring your assets are distributed according to your wishes requires diligent planning, and a frequently overlooked component of that planning …