Can I make education a requirement for inheritance?
The desire to incentivize future generations through inheritance is a common one, and many parents and grandparents wonder if they …
Escondido Estate Planning
Can a bypass trust be used in community property states?
Bypass trusts, also known as credit shelter trusts, are estate planning tools designed to maximize the use of both spouses’ …
Can a CRT support capital campaigns of a specific charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, and while primarily designed for income during a donor’s life with …
Can I require that heirs draft personal mission statements?
The question of whether you can *require* heirs to draft personal mission statements as a condition of receiving inheritance is …
Can a trustee be held personally liable?
Serving as a trustee is a significant responsibility, offering the ability to manage assets for beneficiaries, but it also comes …