Can the trust be converted into a charitable remainder trust by future vote?
The question of converting an existing trust into a charitable remainder trust (CRT) via a future vote is complex, heavily …
Escondido Estate Planning
Can a no-contest clause prevent a beneficiary from challenging my will?
No-contest clauses, also known as *in terrorem* clauses, are provisions within a will or trust designed to discourage beneficiaries from …
Can I require beneficiaries to submit net worth statements?
The question of whether you can require beneficiaries to submit net worth statements within a trust is complex and hinges …
Can a testamentary trust include rental subsidy clauses?
Testamentary trusts, created through a will and taking effect after death, offer a flexible way to manage and distribute assets, …
Can I appoint a trust protector for future changes?
The ability to adapt a trust to changing circumstances is crucial for its long-term effectiveness, and appointing a trust protector …