Can I restrict distributions to beneficiaries with poor money management?
The question of whether you can restrict distributions to beneficiaries with poor money management is a common concern for many …
Escondido Estate Planning
Can a CRT provide seed funding to endow a new nonprofit?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their use as initial funding sources for new nonprofits is …
What is the role of a probate court in enforcing testamentary trusts?
The probate court plays a crucial, yet often misunderstood, role in overseeing and enforcing testamentary trusts, those trusts created within …
Can I prohibit monetization of family name or legacy?
The question of safeguarding a family’s name and legacy from commercial exploitation is becoming increasingly relevant in today’s world, especially …
Can the bypass trust income be taxed to the surviving spouse?
The question of whether income from a bypass trust—also known as a credit shelter trust or a B trust—is taxable …