Can I require that a family business remain within the family?
The question of preserving a family business for future generations is a deeply personal one, filled with emotional and legal …
Escondido Estate Planning
Can I build in skip provisions for underperforming beneficiaries?
Navigating the complexities of estate planning often involves considering not just *who* receives an inheritance, but *how* and *under what …
Can I provide different inheritance shares to children from different marriages?
Navigating inheritance laws when blending families can be complex, but the short answer is yes, you can generally provide different …
Can a CRT participate in place-based philanthropy strategies?
Charitable Remainder Trusts (CRTs) are often viewed as tools for income and tax benefits, but their potential to actively engage …
Is a testamentary trust required to file its own tax return?
Yes, a testamentary trust, created within a will and becoming active upon the grantor’s death, generally *is* required to file …