Can I include planning for future family expansion (adoption, IVF, etc.)?
Family expansion, whether through traditional means, adoption, or assisted reproductive technologies like In Vitro Fertilization (IVF), presents unique estate planning …
Escondido Estate Planning
Can I use a charitable remainder trust to provide for my children?
A charitable remainder trust (CRT) is a sophisticated estate planning tool that allows you to donate assets to a trust, …
Can I mandate psychological counseling post inheritance?
The question of whether you can mandate psychological counseling as a condition of receiving an inheritance is complex, touching upon …
Can I reward intergenerational teaching or mentorship within the family?
The question of rewarding intergenerational teaching or mentorship within the family is increasingly relevant as wealth transfer accelerates and families …
Can a trust sponsor public art or performance as part of its mission?
Absolutely, a trust can sponsor public art or performance as part of its mission, provided the trust document allows for …