Can I use a testamentary trust to establish a business incubator for family?
A testamentary trust, springing into existence upon the death of the grantor, presents a fascinating, though complex, mechanism for establishing …
Escondido Estate Planning
Can I include life coaching or mentorship funding in the trust plan?
Absolutely, incorporating provisions for life coaching or mentorship funding within a trust plan is not only possible but can be …
Can I link financial literacy app use to early access of trust funds?
The question of linking financial literacy app usage to early access of trust funds is gaining traction as a potential …
What is a generation-skipping testamentary trust?
A generation-skipping testamentary trust is a powerful estate planning tool designed to transfer assets to grandchildren or more remote descendants, …
Can a CRT be designed to comply with international philanthropic laws?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …