Can I exclude a spouse from my estate plan?
The question of whether you can exclude a spouse from your estate plan is complex and heavily dependent on state …
Escondido Estate Planning
Can I use the trust to fulfill philanthropic goals after death?
Yes, absolutely, a trust is a remarkably versatile tool that extends far beyond simply distributing assets to family members; it …
Can I use a bypass trust to manage royalties from intellectual property?
A bypass trust, also known as a grantor retained annuity trust (GRAT), can indeed be a powerful tool for managing …
Can the executor of the estate also be the trustee of the trust?
Yes, the executor of an estate can absolutely also be the trustee of a trust, and it’s a fairly common …
Can I require an annual meeting between trustees and beneficiaries?
Establishing regular communication between trustees and beneficiaries is a wise practice, though legally *requiring* an annual meeting isn’t always straightforward; …