Can I require the trustee to publish a family impact report?
The idea of requiring a trustee to publish a “family impact report” is an intriguing one, reflecting a desire for …
Escondido Estate Planning
Can a creditor garnish income from a trust?
The question of whether a creditor can garnish income from a trust is complex and heavily dependent on the type …
What’s the difference between a testamentary trust and an inter vivos trust?
The core distinction between a testamentary trust and an inter vivos trust lies in *when* they are created and take …
Can a CRT be funded with personal property like collectibles or jewelry?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while receiving an …
Can I cap the annual distribution from a high-yielding asset?
The question of whether you can cap the annual distribution from a high-yielding asset is a common one, especially as …