Can I tie benefits to religious observance or values?
The question of whether one can legally and ethically tie benefits to religious observance or values is complex, fraught with …
Escondido Estate Planning
Can I appoint a trust company to manage a CRT’s assets?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I require the trustee to submit an annual investment philosophy statement?
As a beneficiary or grantor of a trust, understanding the management of your assets is paramount, and yes, you can …
Is a living trust recognized internationally?
The question of whether a living trust is recognized internationally is complex and doesn’t have a simple yes or no …
Can estate planning help me pass on a family business?
Estate planning is absolutely crucial for ensuring a smooth transition of a family business to the next generation, safeguarding years …