Can I leave assets to my grandchildren in the trust?
Absolutely, incorporating provisions for grandchildren within a living trust is a common and effective estate planning strategy, allowing for a …
Escondido Estate Planning
Can I require investment in local community development projects?
The question of whether you can require investment in local community development projects within the framework of a trust or …
Can the CRT allow for income reallocation to meet family care needs?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool, but its ability to directly “reallocate” income to meet …
Can I set term limits for trustee roles within the bypass trust?
The question of whether you can set term limits for trustee roles within a bypass trust is a common one, …
Can I limit the trust’s ability to invest in certain industries?
Absolutely, you can indeed limit a trust’s investment options, specifically excluding certain industries, and this is a common and prudent …