Can I use a charitable remainder trust to support a university or hospital?
A charitable remainder trust (CRT) is a powerful estate planning tool that allows individuals to support their chosen charities, like …
Escondido Estate Planning
Can I allow benefits to skip one generation in certain cases?
The question of whether benefits can skip a generation within a trust or estate plan is a common one, and …
Can a bypass trust provide for a non-U.S. citizen spouse?
The question of whether a bypass trust can effectively provide for a non-U.S. citizen spouse is a complex one, heavily …
Can a CRT allow reallocation of funds based on public need indexes?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their flexibility regarding reallocation of funds based on shifting public …
Can I establish inheritance tiers based on civic metrics?
The question of whether one can establish inheritance tiers based on civic metrics – things like volunteer hours, charitable donations, …