Can I assign a professional archivist to family records in the estate plan?
Absolutely, incorporating the role of a professional archivist into your estate plan is a forward-thinking approach to preserving family history …
Escondido Estate Planning
Can I require the trustee to consult with the beneficiary’s care team?
Navigating the complexities of a trust, particularly when a beneficiary requires ongoing care, often brings up the question of communication …
Can a bypass trust support structured payout plans modeled after annuities?
The question of whether a bypass trust can support structured payout plans mirroring annuities is a nuanced one, deeply rooted …
Can a bypass trust require a child to complete higher education before receiving funds?
The question of whether a bypass trust can require a child to complete higher education before receiving funds is a …
Can I include standards of conduct for representing the family name?
Protecting a family’s legacy extends far beyond just financial assets; it encompasses reputation, values, and the very essence of who …