Can I tie distributions to sobriety or drug testing?
The question of whether you can tie distributions from a trust to a beneficiary’s sobriety or successful drug testing is …
Escondido Estate Planning
Can I make the trust act as a private family bank?
The concept of utilizing a trust as a private family bank, while intriguing, is a sophisticated estate planning strategy that …
Can I transfer intellectual property rights into a CRT?
Intellectual property, encompassing assets like patents, copyrights, trademarks, and trade secrets, presents unique considerations when incorporated into estate planning tools, …
Can I demand beneficiary media training prior to receiving public-facing roles tied to trust assets?
The question of whether a beneficiary can “demand” media training before assuming a public-facing role related to trust assets is …
Can I transfer rental contracts into a CRT as part of a real estate donation?
The question of transferring rental contracts into a Charitable Remainder Trust (CRT) as part of a real estate donation is …