Can I use a testamentary trust to preserve certain family traditions?
Testamentary trusts, created within a will, offer a powerful, yet often overlooked, mechanism not just for asset distribution, but also …
Escondido Estate Planning
What happens if a testamentary trust is not fully funded?
A testamentary trust, created within a will, offers a powerful mechanism for managing assets after death, but its effectiveness hinges …
Can estate planning reduce the risk of conservatorship?
The prospect of losing control of one’s financial and personal affairs is a deeply unsettling one, and for many, the …
Can I specify a succession plan for art collections?
The thoughtful preservation and transfer of art collections is a significant concern for collectors, and absolutely, a succession plan can—and …
Can a testamentary trust hold franchise licenses?
The question of whether a testamentary trust can hold franchise licenses is a complex one, dependent on both the franchise …