Can a CRT help reduce state income taxes?
Charitable Remainder Trusts (CRTs) can indeed be a powerful tool for reducing state income taxes, though the specifics vary significantly …
Escondido Estate Planning
Can I include instructions for public disclosure or privacy of my estate contents?
The question of controlling information about your estate after you’re gone is a valid and increasingly common one, and the …
Can I restrict distributions to essential expenses only?
The question of restricting distributions from a trust to only essential expenses is a common one for individuals establishing or …
Do I need a certificate of trust to open bank accounts?
Navigating the world of trusts and banking can seem complex, but understanding the role of a Certificate of Trust is …
Does a testamentary trust shield assets from divorce?
The question of whether a testamentary trust can shield assets from divorce is complex and highly dependent on state laws …