Can I link trust funds to the performance of family investments?
Establishing a trust fund and aligning it with family investment performance is a nuanced area of estate planning, and yes, …
Escondido Estate Planning
Can a bypass trust require financial literacy training for heirs?
The question of whether a bypass trust can—or should—require financial literacy training for heirs is gaining traction as estate planning …
Can I include international property in my estate plan?
Absolutely, international property can and *should* be included in your estate plan, though it introduces complexities that require specialized legal …
Can testamentary trusts be structured to reduce generational tax burdens?
Testamentary trusts, established within a will and taking effect after death, offer a powerful, yet often underutilized, strategy for mitigating …
Can a special needs trust fund special event attire?
A special needs trust, designed to safeguard assets for a beneficiary with disabilities while preserving their eligibility for government benefits …