What’s a charitable remainder unitrust?
A Charitable Remainder Unitrust (CRUT) is an irrevocable trust that allows individuals to donate assets to a charity while receiving …
Escondido Estate Planning
Can I provide travel stipends for family connection?
The question of providing travel stipends to family members to foster connection is a common one, especially as families become …
Can a special needs trust finance accessibility audits of rental properties?
Absolutely, a special needs trust can, and often *should*, finance accessibility audits of rental properties, provided it aligns with the …
Can a bypass trust be terminated by a supermajority of beneficiaries?
The question of whether a bypass trust can be terminated by a supermajority of beneficiaries is complex and heavily dependent …
Can I include data protection measures for heirs in my estate plan?
In today’s digital age, our lives are increasingly stored online – financial accounts, social media profiles, photos, videos, and a …