Is a trust a substitute for a complete estate plan?
While often considered a cornerstone of sophisticated estate planning, a trust is not a standalone replacement for a comprehensive estate …
Escondido Estate Planning
Can I integrate my estate plan with my business exit strategy?
Successfully merging your estate plan with your business exit strategy is not just advisable, it’s often crucial for a smooth …
Can I require language access services as part of the CRT’s remainder use?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a trust be used to transition the beneficiary to semi-independent living?
Absolutely, a trust can be a remarkably effective tool to facilitate a beneficiary’s move toward semi-independent living, particularly when that …
Can a bypass trust be created after death through probate?
The short answer is no, a bypass trust, also known as a credit shelter trust or an A-B trust, cannot …