Can a testamentary trust be used in estate equalization?
Estate equalization, the process of fairly distributing assets among heirs, can be complex, particularly when dealing with unequal values or …
Escondido Estate Planning
Can I choose my own trustee?
Absolutely, you have the right to choose your own trustee when establishing a living trust, and it’s one of the …
Can the trust fund continued care planning after I pass away?
The question of whether a trust fund can continue care planning after your passing is a crucial one for many …
What are the formalities required to make a trust legally valid?
Establishing a trust is a powerful tool for estate planning, but it’s crucial to understand that simply *wanting* assets distributed …
Can a CRT protect assets from creditors?
Community Property Trusts (CRTs) are increasingly popular estate planning tools in California, and a common question is whether they offer …