Is a special needs trust considered irrevocable?
A special needs trust, often established to provide for a disabled individual without disqualifying them from government benefits like Supplemental …
Escondido Estate Planning
Can a bypass trust offer an incentive for military or civil service?
A bypass trust, also known as a marital trust, is a powerful estate planning tool designed to minimize estate taxes …
Can I limit what types of assets the trust can invest in?
Absolutely, you can and often should limit what types of assets a trust can invest in, as this is a …
Can I bind the remainder charity to transparency covenants in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining income for …
Can I provide continued funding for a family archive or library?
Preserving family history through an archive or library is a deeply rewarding endeavor, and ensuring its continued funding requires careful …