Can I establish separate investment pools within one bypass trust?
The question of whether one can establish separate investment pools within a single bypass trust is a common one for …
Escondido Estate Planning
Can a CRT be funded with a promissory note?
Charitable Remainder Trusts (CRTs) offer a fascinating way to achieve both charitable giving goals and potential income for the donor, …
Can I mandate mediation before family legal proceedings are initiated?
The question of whether you can mandate mediation before initiating family legal proceedings is complex, varying by jurisdiction, but generally, …
Can I delay inheritance until the beneficiary becomes a parent?
The question of delaying an inheritance until a beneficiary becomes a parent is a fascinating one, and increasingly common as …
What are the tax implications of an irrevocable trust?
Irrevocable trusts, while powerful estate planning tools, come with a unique set of tax implications that require careful consideration. These …