Can I name a succession of guardians for my children?
Planning for the future care of your children is a paramount concern for any parent, and a frequently asked question …
Escondido Estate Planning
Can I fund a CRT from earnings through a royalty trust?
The question of whether one can fund a Charitable Remainder Trust (CRT) with earnings from a royalty trust is complex, …
Can I create a testamentary trust through an online will service?
The convenience of online will creation services is undeniable, promising streamlined estate planning at a low cost, but the question …
Can a CRT be managed according to Sharia or religious finance principles?
Community Reinvestment Trusts (CRTs) present a fascinating intersection with the growing field of socially responsible and faith-based investing, specifically when …
Can I limit trustee discretion to avoid high-risk financial decisions?
The question of balancing trustee discretion with safeguarding assets is a frequent concern for those establishing trusts, and rightfully so—a …