Can I mandate that the CRT avoid investing in weapons manufacturing?
Yes, you absolutely can and often should, direct your trustee to align investments with your personal values, including avoiding industries …
Escondido Estate Planning
Who can create a testamentary trust?
A testamentary trust, established within a last will and testament, isn’t created *during* one’s lifetime like a living trust, but …
Can I use a trust to manage assets for my children?
Absolutely, a trust is a powerful and versatile tool for managing assets intended for your children, offering control, flexibility, and …
How do I transfer an LLC interest into a trust?
Transferring an LLC (Limited Liability Company) interest into a trust is a crucial step in comprehensive estate planning, allowing for …
Can the trust include a voting system for amendments among heirs?
Absolutely, a trust can be structured to include a voting system for amendments, allowing beneficiaries to collectively shape the future …