Can I allow public reporting of trust impact or activity?
Trusts, by their very nature, are designed to provide a level of privacy regarding assets and beneficiaries, but the question …
Escondido Estate Planning
Can I plan for multiple successors for various family roles and trusts?
Absolutely, strategic estate planning allows for the designation of multiple successors, not just for trusts, but for various family roles …
Can a trust hold collectibles like art or antiques?
Yes, a trust can absolutely hold collectibles like art, antiques, jewelry, classic cars, or any other tangible personal property; in …
Can I use a family limited partnership in my estate plan?
Family Limited Partnerships (FLPs) have long been a sophisticated estate planning tool for high-net-worth individuals looking to transfer wealth while …
Can a bypass trust support the creation of a family archive or history project?
Absolutely, a bypass trust, also known as a B Trust or QTIP trust, can be strategically designed to not only …