Can the trust include a reserve for end-of-life medical expenses?
Absolutely, a properly drafted trust can, and often *should*, include a dedicated reserve to cover potential end-of-life medical expenses, ensuring …
Escondido Estate Planning
Can a trust be created jointly with a business partner?
Establishing a trust is a powerful tool for managing assets and ensuring their distribution according to your wishes, but the …
Can the bypass trust provide funding for family caregiving expenses?
The question of whether a bypass trust can fund family caregiving expenses is a common one for those planning for …
Can I specify different income distribution rates for different beneficiaries?
The flexibility to tailor income distributions to individual beneficiaries is a cornerstone of sophisticated estate planning, and absolutely, you can …
Can a CRT be used as an alternative to direct gifts during my lifetime?
Charitable Remainder Trusts (CRTs) offer a sophisticated estate planning tool allowing individuals to support charities while retaining income and potentially …