Can a CRT prohibit remainder use for endowment growth?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Escondido Estate Planning
Can a bypass trust include an inflation-adjustment clause for distributions?
Absolutely, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …
Can I include mental health support services as a trust benefit?
The question of incorporating mental health support services as a benefit within a trust is increasingly relevant, reflecting a broader …
Can I require that the trust be reviewed every 10 years for relevance?
Absolutely, incorporating a decennial review clause into your trust is not only permissible but often a remarkably prudent estate planning …
Can a bypass trust create joint ownership structures with charitable entities?
The creation of joint ownership structures between bypass trusts and charitable entities is a complex area of estate planning, requiring …