Can I allow a beneficiary to waive their right to distributions?
The question of whether a beneficiary can waive their right to distributions from a trust or estate is a common …
Escondido Estate Planning
Can the CRT fund a museum wing or gallery space in my name?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to a charity while retaining …
Can a special needs trust fund sensory backpacks for travel?
Navigating travel with a loved one who has special needs presents unique challenges, and providing comfort and regulation during these …
Can I set limitations for luxury purchases via trust distributions?
Absolutely, you can establish guidelines for how trust distributions are used, even extending to limitations on luxury purchases, and this …
What are the risks of using an irrevocable trust?
Irrevocable trusts, while powerful estate planning tools, aren’t without potential downsides; understanding these risks is crucial before committing to this …