Can I tie distribution increases to verified charitable contributions?
The concept of incentivizing charitable giving through estate planning is increasingly popular, and yes, you can absolutely structure a trust …
Escondido Estate Planning
Can I include transition-out planning when the beneficiary reaches retirement age?
Planning for the future is essential, and that includes anticipating how a trust will function as a beneficiary approaches retirement …
Can the bypass trust purchase real property in the name of a minor beneficiary?
The question of whether a bypass trust can purchase real property in the name of a minor beneficiary is complex …
Can I specify educational milestones for distributions to grandchildren?
Planning for the future financial well-being of grandchildren is a common goal for many, and increasingly, grandparents are looking beyond …
Can I build donor legacy milestones into a CRT agreement?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …