Can I address future global mobility and tax residency issues in my plan?
Absolutely, proactively addressing potential future global mobility and tax residency issues within your estate plan is not only possible but …
Escondido Estate Planning
Can the trust fund grief support or counseling after family loss?
Navigating the emotional turmoil following a family loss is profoundly difficult, and while a trust primarily deals with the distribution …
Can beneficiaries remove a trustee?
The question of whether beneficiaries can remove a trustee is a surprisingly common one, and the answer, unfortunately, isn’t a …
Can I name a religious mission as a CRT remainder recipient?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a bypass trust include parameters for establishing a family foundation?
Absolutely, a bypass trust, also known as a credit shelter trust, can indeed include parameters for establishing a family foundation, …