Can I create an estate-run mentorship program for heirs?
Establishing an estate-run mentorship program for heirs is an increasingly popular and sophisticated approach to estate planning, moving beyond simply …
Escondido Estate Planning
Can I restrict investment in cryptocurrency or digital assets?
The increasing popularity of cryptocurrencies and digital assets presents unique challenges to estate planning, especially when considering beneficiaries who might …
Can a trust pay for relocation expenses?
Relocating, whether for a fresh start, to be closer to family, or due to changing life circumstances, can be a …
Can I fund a CRT with restricted stock?
Charitable Remainder Trusts (CRTs) offer a compelling strategy for high-net-worth individuals to achieve both philanthropic goals and potential tax benefits, …
Can I create a philanthropic sub-fund within the bypass trust?
The question of establishing a philanthropic sub-fund within a bypass trust, also known as a credit shelter trust or a …