Can I limit the number of trust asset sales per year?
The question of limiting asset sales from a trust annually is a common one, and the answer is generally yes, …
Escondido Estate Planning
Can I include visual scheduling tools as allowable trust expenses?
Determining allowable trust expenses can be a surprisingly complex undertaking, and the question of whether visual scheduling tools qualify requires …
Can I write a letter of wishes to accompany my testamentary trust?
Absolutely, a letter of wishes is a commonly used, though non-binding, document that accompanies a testamentary trust, providing guidance to …
Can I require an heir to be part of a collective inheritance council?
The idea of establishing an inheritance council—a group of heirs collectively managing inherited assets—is increasingly popular, offering a structured approach …
Can I structure a CRT to fund veterinary care programs?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can provide income to the grantor during their lifetime, with …