Can a bypass trust fund the purchase of a vehicle for a dependent?
The question of whether a bypass trust can fund the purchase of a vehicle for a dependent is a common …
Escondido Estate Planning
Can I include educational stipends in a testamentary trust?
Yes, you absolutely can include educational stipends within a testamentary trust, and it’s a remarkably common and effective way to …
Can the trust prohibit stock options as trustee compensation?
Absolutely, a trust can indeed prohibit stock options as a form of trustee compensation, though navigating this requires careful consideration …
Can a CRT be structured to pause income during certain years?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools designed to provide income to a beneficiary (or beneficiaries) for a …
Can I include investment guardrails in perpetuity to preserve core assets?
The question of establishing lasting investment guardrails to shield core assets is a crucial one in estate planning, especially as …