Can I create sub-trusts based on family branches?
The concept of creating sub-trusts within a larger trust, often referred to as dynasty trusts or generation-skipping trusts, is a …
San Diego County
Can I create rules for intergenerational wealth education and mentorship?
The prospect of establishing guidelines for intergenerational wealth education and mentorship is not only possible but increasingly vital in today’s …
Can I create regional education or mentorship funding with the trust?
Establishing regional education or mentorship funding through a trust is not only possible but a powerful way to enact lasting …
Can I create multiple CRTs for different beneficiaries?
The question of whether you can establish multiple Charitable Remainder Trusts (CRTs) for different beneficiaries is a common one, and …
Can I create income streams for each beneficiary through my plan?
Estate planning, while often focused on asset distribution after one’s passing, increasingly centers around providing sustained financial support for beneficiaries. …
Can I create clauses related to family language preservation?
The question of preserving family language within estate planning is gaining traction as families increasingly recognize the cultural and emotional …
Can I create an ethical will alongside my legal estate plan?
The creation of an ethical will, sometimes called a legacy letter, is a deeply personal process that complements a traditional …
Dedicated Estate Planning Attorneys Near Me
Finance your charity with a Charitable Trust. These trusts in your estate plan will create a legacy and form a …
Organized Estate Lawyer San Diego
Does a trust override a will? 1 Since revocable trusts become operative before the will takes effect at death, the …
Motivating Attorney Near Me
Steven took care of everything and was great at explaining the different options and strategies for our Estate Planning. I …