Can the trust provide scholarship support for caregivers seeking training?
Establishing a trust allows for remarkably flexible provisions, and allocating funds for caregiver training scholarships is indeed a viable and …
Escondido Estate Planning
Can I require regular estate plan updates to reflect asset changes?
Estate planning isn’t a “set it and forget it” process; it’s a dynamic one that needs periodic review and adjustment …
Can the trust include rules for socially conscious investment only?
Yes, a trust can absolutely include rules for socially conscious investment only, a growing area of interest for many individuals …
Can I ensure that my estate supports social entrepreneurship within my family?
The question of guiding your estate towards supporting values like social entrepreneurship within your family is increasingly common, and thankfully, …
Can I include business assets in a bypass trust?
The question of incorporating business assets into a bypass trust, also known as an A-B trust or credit shelter trust, …