Can the beneficiary be involved in decision-making?
The question of whether a beneficiary can be involved in decision-making concerning a trust is a common one for clients …
San Diego County
Can testamentary trusts be structured to support both individuals and organizations?
The beauty of testamentary trusts, created through a will, lies in their flexibility. Absolutely, they can be meticulously structured to …
Can my trust hold assets in a different currency?
The question of whether a trust can hold assets in a different currency is increasingly relevant in today’s globalized world, …
Can my estate plan support non-traditional education paths?
Estate planning is often perceived as a process solely for distributing assets upon death, but a well-crafted plan can extend …
Can my estate plan include a buy-sell agreement for my business?
Absolutely, a buy-sell agreement is a crucial component that can, and often should, be integrated into a comprehensive estate plan, …
Can my CPA help me with trust funding?
The question of whether your Certified Public Accountant (CPA) can assist with trust funding is a common one, and the …
Can I write a letter of wishes alongside my trust?
Estate planning, while focused on legal documents like trusts, isn’t solely about rigid stipulations. Many individuals, including those working with …