Can I specify cultural or religious obligations in the terms of a testamentary trust?
Yes, you absolutely can specify cultural or religious obligations within the terms of a testamentary trust, and it’s a surprisingly …
Escondido Estate Planning
Can a testamentary trust provide education funding?
A testamentary trust absolutely can be structured to provide education funding, and is, in fact, a popular method for parents …
Can a CRT work in tandem with a succession plan for nonprofit leadership?
Charitable Remainder Trusts (CRTs) and succession planning are both vital components of long-term stability for nonprofit organizations, and when strategically …
Can a trust restrict property ownership in coastal flood zones?
Coastal property ownership, particularly in areas prone to flooding, presents unique legal and logistical challenges, and trusts, as estate planning …
Can I assign separate trusts for health, education, and career advancement?
The concept of dividing a trust into specialized segments—one for health, another for education, and a third for career advancement—is …