Can I create multiple trusts for different goals?
Absolutely, creating multiple trusts tailored to specific goals is not only possible but often a highly recommended strategy for comprehensive …
Escondido Estate Planning
Can the trust fund certifications in ethics or sustainability?
The question of whether trust funds can incorporate certifications related to ethics or sustainability is gaining increasing attention as investors …
Can I provide for subscription-based education services?
The question of whether you can provide for subscription-based education services within your estate plan is multifaceted, touching upon trust …
What is a trust protector in a special needs trust?
A trust protector in a special needs trust is a vital, yet often misunderstood, role designed to safeguard the beneficiary’s …
Can I delay the income start date from a CRT for tax planning purposes?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, and the timing of income distribution is a key element in …