Can a bypass trust distribute principal to my children?
The question of whether a bypass trust can distribute principal to your children is a common one for individuals engaging …
Escondido Estate Planning
Can my trust be hacked or compromised digitally?
The idea of a trust being “hacked” in the traditional sense – someone remotely accessing and altering the legal document …
Can I require regular financial updates from beneficiaries?
As a trustee, managing a trust involves a delicate balance of fiduciary duty and respecting the privacy of beneficiaries; while …
Can a CRT support sustainable agriculture projects?
Community-supported agriculture (CSA) and Charitable Remainder Trusts (CRTs) might seem worlds apart, yet a growing number of individuals are discovering …
Can I specify trustee disqualification triggers for bias or fraud?
Trusts are foundational tools in estate planning, offering a way to manage assets and ensure their distribution according to a …