Is it possible to create a tiered system of beneficiaries within a testamentary trust?
Absolutely, establishing a tiered system of beneficiaries within a testamentary trust is not only possible but a frequently employed and …
Escondido Estate Planning
Can the trust compensate a legal guardian for their time?
Establishing a trust is a powerful tool for managing assets and ensuring the well-being of beneficiaries, but a frequent question …
Can I create an opt-in system for extended family to benefit from the trust?
Establishing a trust is a powerful tool for wealth management and ensuring your assets are distributed according to your wishes, …
Can I structure the trust to mirror private foundation rules?
The question of whether a trust can be structured to mirror private foundation rules is complex, demanding careful consideration of …
Can the trust cover the cost of estate planning workshops for the beneficiary?
Estate planning is often viewed as a one-time event, but it’s truly a continuous process requiring ongoing education and adaptation …