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Escondido Estate Planning

Can I name my trust as a beneficiary on insurance policies?

May 31, 2025 by admin

Yes, you absolutely can name your trust as a beneficiary on insurance policies, and in many cases, it’s a highly …

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Can a testamentary trust prohibit certain types of spending altogether?

May 31, 2025 by admin

Absolutely, a testamentary trust can indeed prohibit certain types of spending altogether, offering a remarkable level of control even after …

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Can I create multiple bypass trusts with different terms for each branch of the family?

May 31, 2025 by admin

The short answer is yes, you absolutely can create multiple bypass trusts, sometimes referred to as “A-B trusts” or “credit …

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Can I cap estate expenses tied to nonessential upgrades?

May 31, 2025 by admin

Navigating estate expenses can be complex, particularly when dealing with improvements to property that fall outside of necessary maintenance. While …

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Can a special needs trust fund open-source accessibility software development?

May 31, 2025 by admin

The question of whether a special needs trust (SNT) can fund open-source accessibility software development is complex, revolving around the …

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Recent Posts

  • Can I allocate assets for restoration or preservation of cultural artifacts?
  • Can I name my trust as a beneficiary on insurance policies?
  • Can I require attendance at family retreats or planning sessions?

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