How are testamentary trusts different from inter vivos trusts?
Testamentary and inter vivos trusts are both powerful estate planning tools, but they differ significantly in their creation, funding, and …
Escondido Estate Planning
Can I set up a trust for my grandchildren?
Yes, you absolutely can set up a trust for your grandchildren, and it’s a remarkably thoughtful way to secure their …
Can I incentivize beneficiaries to remain in specific geographic areas?
The question of incentivizing beneficiaries to stay in a particular location is common, especially for families with deep roots in …
Can a special needs trust subsidize child care for a beneficiary with dependents?
The question of whether a special needs trust (SNT) can subsidize child care for a beneficiary who also has dependents …
Can I condition inheritance on living within a specific area?
The question of whether you can condition an inheritance on a beneficiary living within a specific geographic area is a …