What is a per stirpes distribution in a trust?
A per stirpes distribution, pronounced “per steer-pez,” is a method used in estate planning, particularly within trusts and wills, to …
Escondido Estate Planning
Can a CRT help balance philanthropic and family inheritance goals?
Charitable Remainder Trusts (CRTs) offer a sophisticated estate planning tool that elegantly balances the desire to provide for loved ones …
Can I prohibit disbursements to beneficiaries engaged in class action suits?
The question of whether you can prohibit disbursements to beneficiaries involved in class action lawsuits within a trust is complex, …
Can I structure a bypass trust to provide unequal distributions to children?
Absolutely, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …
Can I build a financial literacy curriculum into the trust?
The idea of embedding financial literacy education within a trust is remarkably forward-thinking, and absolutely possible with careful planning and …