Can I mandate financial literacy programs for the beneficiary?
As an estate planning attorney in Escondido, I frequently encounter clients wanting to ensure their beneficiaries are prepared to manage …
Escondido Estate Planning
Can I use the trust to enforce healthy lifestyle incentives?
The question of whether a trust can be used to enforce healthy lifestyle incentives is a fascinating, and increasingly relevant, …
How is a testamentary trust enforced?
A testamentary trust, established within a will and taking effect after death, offers a powerful tool for managing and distributing …
Can a testamentary trust prevent early inheritance upon marriage?
A testamentary trust, established through a will, offers a powerful tool for controlling the timing and manner of inheritance, and …
Can I require professional asset managers for my bypass trust?
The question of whether to employ professional asset managers for a bypass trust, also known as a credit shelter trust …