Can I structure support for descendants in political or social leadership roles?
The question of intentionally structuring support for descendants aspiring to political or social leadership roles through estate planning is complex, …
Escondido Estate Planning
Can distributions be limited to only U.S.-based institutions?
The question of whether distributions from a trust can be limited to only U.S.-based institutions is a complex one, deeply …
Can I create a healthcare directive without a lawyer?
While it is technically permissible to create a healthcare directive—also known as an advance healthcare directive or living will—without the …
Can I require transparency in trust-funded business operations?
Establishing a trust to fund a business venture offers numerous benefits, but it also introduces complexities regarding transparency, particularly for …
Can I require annual evaluations of the beneficiary’s needs?
Establishing a trust is a powerful way to manage and distribute assets, but it’s not a ‘set it and forget …