Can my trust become two or more trusts when I die?
Yes, your trust can absolutely become multiple trusts after your passing, a process commonly known as “trust division” or the …
Escondido Estate Planning
Can I add a charitable lead trust after my CRT ends?
The question of layering charitable trusts, specifically adding a Charitable Lead Trust (CLT) after a Charitable Remainder Trust (CRT) concludes, …
Can I mandate shared trust governance between family lines?
The question of whether you can mandate shared trust governance between family lines is complex, deeply rooted in California law, …
Can I change my estate plan after it’s been finalized?
Yes, you absolutely can, and in fact, it’s often *necessary* to do so as life evolves; an estate plan isn’t …
Can the trust provide a quarterly personal development allowance?
Establishing a trust allows for sophisticated distribution strategies, and yes, a trust can absolutely provide a quarterly personal development allowance, …