Who should have copies of my trust?
Determining who receives copies of your trust is a critical component of effective estate planning, balancing transparency with privacy and …
Escondido Estate Planning
Can a trust reward marriage or parenting milestones?
The question of whether a trust can reward marriage or parenting milestones is a surprisingly common one, and the answer …
Can a testamentary trust reward military service with bonus distributions?
Yes, a testamentary trust can absolutely be structured to reward military service with bonus distributions, offering a powerful way to …
How do I restrict access to money for young beneficiaries?
Protecting assets for young beneficiaries is a significant concern for many parents and grandparents, and a common question for estate …
How do state-specific inheritance tax exemptions impact testamentary trusts?
Inheritance taxes, levied on the transfer of assets after death, and testamentary trusts, created within a will to manage those …