Can a charitable remainder trust be used to avoid capital gains tax?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool that can indeed offer a strategy to mitigate capital …
Escondido Estate Planning
Can I limit trust disbursement during economic booms?
The question of whether you can limit trust disbursements during economic booms is a common one for individuals seeking to …
Can a testamentary trust fund a scholarship?
Yes, a testamentary trust can absolutely be designed to fund a scholarship, offering a powerful way to support future generations …
Can I add provisions for stock option transfers upon death?
The question of transferring stock options upon death is a common one, particularly in areas like Escondido, California, where many …
Can I include investment accounts in the trust?
Absolutely, investment accounts are not only *able* to be included in a trust, but often *should* be, as a key …