Can I structure distributions using inflation-adjusted formulas?
The ability to structure distributions using inflation-adjusted formulas within a trust is a powerful tool for ensuring that beneficiaries receive …
Escondido Estate Planning
Can a testamentary trust support a family foundation?
The interplay between testamentary trusts and family foundations is a complex area of estate planning, yet a powerful tool for …
Can I include anti-exploitation protections for digital content created by the beneficiary?
The question of protecting digital assets, particularly creative content generated by a trust beneficiary, is rapidly gaining importance in estate …
Can the trust be designed to evolve with the beneficiary’s condition?
Absolutely, a well-crafted trust can be remarkably dynamic, adapting to the changing circumstances and conditions of a beneficiary throughout their …
Can I use a CRT to transfer wealth to a blended family while supporting charity?
Charitable Remainder Trusts (CRTs) offer a sophisticated estate planning tool allowing individuals to transfer assets, support charitable causes, and provide …