How are trust assets divided after my death?
The division of trust assets after death is a carefully orchestrated process, governed by the terms of the trust document …
Escondido Estate Planning
Can a trust be restructured later if laws change?
The flexibility of a trust to adapt to evolving legal landscapes is a crucial aspect of effective estate planning, and …
Can I give naming rights on family properties to descendants who meet certain criteria?
The question of gifting “naming rights” to family properties to descendants who meet specific criteria is a fascinating intersection of …
Can a CRT be used to accomplish impact investing goals?
Charitable Remainder Trusts (CRTs) present a fascinating, yet often overlooked, avenue for aligning financial goals with impactful investing. While traditionally …
What happens to royalties in an irrevocable trust?
Royalties, those ongoing payments stemming from intellectual property like songs, books, patents, or even oil and gas leases, present unique …