Can I include provisions to prevent generational entitlement?
The question of fostering responsibility and preventing entitlement within a family’s wealth transfer is increasingly common, and absolutely, provisions can …
Escondido Estate Planning
Can the trust fund tools for goal tracking and habit-building?
The idea of linking trust funds to personal development, specifically goal tracking and habit-building, might seem unusual at first, but …
Can the trust pay for private security in extreme situations?
The question of whether a trust can pay for private security in extreme situations is a complex one, dependent on …
Can a bypass trust sponsor a family foundation in the future?
The question of whether a bypass trust can sponsor a family foundation in the future is complex, hinging on the …
Can I establish a CRT with a flexible start date for income payments?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving income for …