Can the CRT distribute assets to the charity before the trust term ends?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to a charity of their choice …
Escondido Estate Planning
Can I require that property be maintained in historical condition?
Preserving a property’s historical character is a passion for many, and legally, it’s often achievable through careful estate planning and …
Can a special needs trust pay for clothing?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a crucial component of that …
Can a testamentary trust be used to support an aging sibling?
A testamentary trust, created within a will, absolutely can be a powerful tool to support an aging sibling, offering a …
Can the trust include charitable tithing obligations for all distributions?
Absolutely, a trust can be structured to include charitable tithing obligations for all distributions, effectively embedding philanthropy into the very …