Can I establish a family emergency relief fund in my estate plan?
Yes, establishing a family emergency relief fund within your estate plan is not only possible but a thoughtful way to …
Escondido Estate Planning
Can I require all new trustees to undergo a vetting process?
As a Living Trust & Estate Planning Attorney in Escondido, I frequently advise clients on the critical role of trustees …
Can the trust mandate shared expenses among siblings for joint assets?
Absolutely, a trust can be meticulously crafted to mandate how shared expenses for jointly held assets are to be handled …
Can I include guidelines for investment in low-carbon industries?
The question of integrating environmental, social, and governance (ESG) factors, particularly concerning low-carbon investments, into estate planning is gaining significant …
Can a CRT cover expenses related to dissolving a private foundation?
Charitable Remainder Trusts (CRTs) can, under certain circumstances, cover expenses related to dissolving a private foundation, but it’s a nuanced …