Can I require that distributions be managed by a licensed advisor?
The question of whether you can require that distributions from your trust be managed by a licensed advisor is a …
Escondido Estate Planning
Can trust-held assets include virtual real estate or metaverse property?
The question of whether trust-held assets can include virtual real estate or metaverse property is rapidly evolving alongside the growth …
Can I use an irrevocable trust to cap the total inheritance?
The question of limiting inheritance, particularly for beneficiaries who may not be adept at financial management or for estate tax …
Can I build in trust-supported maternity or paternity leave?
Navigating the complexities of parental leave, especially for business owners or those with intricate financial structures, requires careful planning, and …
Can the trust convert between CRAT and CRUT formats?
The flexibility to convert between a Charitable Remainder Annuity Trust (CRAT) and a Charitable Remainder Unitrust (CRUT) is a question …