What are the consequences of trustee negligence in a testamentary trust?
Testamentary trusts, established through a will and taking effect after death, rely heavily on the diligent actions of the trustee. …
Escondido Estate Planning
What is a Qualified Personal Residence Trust (QPRT)?
A Qualified Personal Residence Trust, or QPRT, is an irrevocable trust designed to remove your primary residence—and its future appreciation—from …
Can I require personality testing as part of inheritance access?
The question of whether you can require personality testing as a condition for accessing an inheritance is a complex one, …
Can I implement a mandatory mentorship program for beneficiaries?
The question of whether to implement a mandatory mentorship program for beneficiaries of a trust or estate plan is complex, …
Can I fund a CRT as a contingency plan within my succession strategy?
Charitable Remainder Trusts (CRTs) represent a sophisticated estate planning tool, and yes, they absolutely can be integrated as a contingency …