Can a testamentary trust hold separate property in a community property state?
Yes, a testamentary trust *can* hold separate property even within a community property state like California, but it requires careful …
Escondido Estate Planning
Can I establish progressive distribution schedules based on social impact?
The question of whether you can establish progressive distribution schedules based on social impact within a trust is a fascinating …
Can I include instructions for digital asset management in the trust?
The question of incorporating digital asset management into an estate plan is increasingly relevant in today’s world, where so much …
Can I name a charity as a partial remainder beneficiary of a bypass trust?
Yes, absolutely you can name a charity as a partial remainder beneficiary of a bypass trust, and it’s a strategy …
Can I grant decision-making to a committee rather than a single trustee?
The question of whether you can empower a committee instead of an individual as a trustee is a common one …