Can I give my executor authority to donate unclaimed household property?
Navigating the distribution of assets after someone passes away can be a complex process, and often executors are left with …
Escondido Estate Planning
Can I require the trustee to consult with an advisor?
Navigating a trust can be complex, and ensuring sound decision-making by a trustee is a primary concern for many grantors; …
Can I create a CRT to support cultural preservation initiatives?
Cultural preservation is a vital undertaking, safeguarding traditions, heritage, and artistic expression for future generations, and Charitable Remainder Trusts (CRTs) …
Can I ban the use of artificial intelligence tools funded by the trust?
The question of restricting the use of AI tools funded by a trust is becoming increasingly relevant as artificial intelligence …
Can I separate responsibilities for asset management and beneficiary communication?
The question of separating responsibilities for asset management and beneficiary communication within a trust is a common one, and the …