Can I use a CRT to satisfy a charitable pledge?
Charitable Remainder Trusts (CRTs) offer a sophisticated method to fulfill a charitable pledge while simultaneously providing income to the donor; …
Escondido Estate Planning
Can a trust include a social equity clause for vendor selection?
The question of whether a trust can include a social equity clause for vendor selection is gaining traction as more …
Can I name a corporate trustee to manage complex assets?
Absolutely, naming a corporate trustee to manage complex assets is not only permissible but often a strategically sound decision, particularly …
What role does a notary play in trust creation?
The role of a notary public in trust creation is fundamental, though often misunderstood; it’s not about *creating* the trust …
Can I require a review panel for changes to trust leadership?
Navigating the leadership of a trust, particularly when considering changes, demands careful consideration and a structured approach to ensure the …