Can I include professional management guidelines in the trust?
The question of incorporating professional management guidelines within a trust is a common one, and the answer is generally yes, …
Escondido Estate Planning
How does a testamentary trust compare to joint tenancy?
Testamentary trusts and joint tenancy represent distinctly different approaches to estate planning, each with its own advantages and disadvantages, and …
Can the trust support continuing education beyond college?
The question of whether a trust can support continuing education beyond a traditional four-year college degree is a common one, …
Can a bypass trust provide monthly allowances instead of lump sums?
Absolutely, a bypass trust, also known as a marital trust or an A-B trust (though less common now due to …
Can I use estate assets to preserve rural land from development?
The question of leveraging estate assets to safeguard rural lands from development is becoming increasingly pertinent as California’s open spaces …