What are spendthrift provisions in a trust?
Spendthrift provisions within a trust are legal clauses designed to protect a beneficiary’s interest from creditors, and most importantly, from …
Escondido Estate Planning
Can I allow the trustee to allocate earnings to a pooled family education fund?
Establishing a trust allows for sophisticated wealth management strategies, and a common question arises regarding the flexibility to direct trust …
Can I fund estate-based internships for youth in the family?
Establishing estate-based internships for younger family members is an increasingly popular way to impart financial literacy, responsibility, and a deeper …
Can I instruct the charity to spend funds within a specific timeframe?
The question of dictating a spending timeframe for charitable donations within a trust or estate plan is a common one, …
Can a bypass trust pay for green vehicle subsidies for family members?
The question of whether a bypass trust can fund green vehicle subsidies for family members is complex, hinging on the …