Can the CRT remainder fund a micro-grant program?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Escondido Estate Planning
Can I restrict annual payouts to a maximum percent of average trust value?
Yes, it is absolutely possible, and often advisable, to restrict annual payouts from a trust to a maximum percentage of …
Can testamentary trust documents include version control history?
Testamentary trusts, established through a will and taking effect after death, are powerful tools for managing assets and providing for …
Can I impose bans on high-risk hobbies or professions through the trust?
The question of restricting beneficiaries’ lifestyles through a trust, specifically concerning high-risk hobbies or professions, is a complex one, frequently …
Can assets be added to the trust later?
Yes, absolutely, assets can typically be added to a trust even after its initial creation, and this is a common …