Can I restrict access to digital files in a trust?
The question of controlling access to digital assets within a trust is becoming increasingly relevant in today’s world, as more …
Escondido Estate Planning
Can the CRT remainder be required to support free public programming?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining income for …
Can I limit trust investments to companies that align with family values?
The question of aligning trust investments with family values is increasingly common, reflecting a growing desire for socially responsible investing …
Can the trust be used to purchase carbon offsets annually?
The question of whether a trust can be used to purchase carbon offsets annually is gaining traction as environmental consciousness …
Do I need to retitle assets to the name of the trust?
Establishing a trust is a significant step in estate planning, but it’s often misunderstood that simply *creating* the document is …